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.


The 1983 - Charles Stephen’s Quarterly Newsletter (Q3)

October 12, 2016
Check out our Q3's newsletter!
Read More

Which U.S. Presidential Candidate Is Better For Stocks?

September 26, 2016
We have been getting many questions regarding which U.S. presidential candidate would be better for the stock market? Hillary or Trump?
Read More

Financial Planning: Helping You See the Big Picture

September 15, 2016
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.
Read More

Estate Planning: An Introduction

September 15, 2016
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives.
Read More

Lowering the Costs of Health Care

September 15, 2016
America's spending on health care is growing faster than the rest of the economy. What are the reasons for this, and what can you do to lower your health-care costs?
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


Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management