News & Resources

We'll help you stay informed about issues that are important to you.

Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.


News

How Can I Figure Out My Net Worth?

August 04, 2017
This question gets asked a lot! Figure out how to calculate your net worth with 3 easy steps.
Read More

Don’t Let Rising Interest Rates Catch You By Surprise

July 31, 2017
You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other overnight within the Federal Reserve system) often affect consumer borrowing costs.
Read More

Testing Your Investment IQ

July 26, 2017
How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds.
Read More

Kick Start Your College Fund With a 529 Plan

July 20, 2017
If you're looking to save money for college, one option to consider is a 529 college savings plan.
Read More



Resources and Links

Welcome to our research center. We've compiled a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about relevant financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation and economic trends.


Steve Ciepiela, President of Charles Stephen, offers a unique perspective on best practices for successful business succession planning. In 2004, Steve's business partner of twenty-one years suffered a brain aneurysm while on vacation. When A Partner Dies is a very personal account of losing a close friend and walking through the process of what happens when a business partner dies. From hiring a grief counselor for the office staff, to working with the CPAs and attorneys, to communicating with the families, Steve offers a unique perspective on best practices for successful business succession planning. Click the link below to read it.

When A Partner Dies


Investing

Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management