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Chip Stapleton

Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level II candidate, and holds a Life, Accident, and Health Insurance License in Indiana. Chip received his Bachelor's in Saxophone and Physics from the Indiana University Jacobs School of Music in 2008. During his time there, he honed his mathematical and analytical skills. He received his Master's in Music Technology from Indiana University Purdue University—Indianapolis in 2010, where he was a Graduate Assistant. He is a financial advisor who enjoys the opportunity to train, develop, and support new advisors to build their own practices and help their clients achieve their goals. This included helping with case design, product knowledge, investment analysis, investment recommendation, portfolio construction, asset management, financial statement analysis, business planning, and business exit strategies.
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Articles from Chip
Stock market numbers on a screen symbolizing companies that had their IPO in 2015

ETFs vs. Stocks: Which Is Better for You?

Last updated by Chip Stapleton

Article Summary: Investors can add both stocks and ETFs to their portfolios to gain access to the equity market, dividends, and capital appreciation. Stocks are better suited for experienced investors who are skilled at analyzing different stocks and rebalancing their portfolios as needed, while ETFs are often better suited for new investors with lower risk […]

Investor reviewing potential profits from different CD investment strategies

5 Tips on How to Invest with CDs

Published by Chip Stapleton

Article Summary: Certificates of deposit are risk-free, federally insured investment products that pay a fixed interest rate and guarantee the return of your invested funds plus interest. However, like most investment topics, effectively using CDs in your personal financial world can be complex. Before you decide to invest in a CD, you need to determine […]

Stacks of coins with plants growing around them, representing a CD ladder

CD Ladder Strategy: Explanation, Pros & Cons

Published by Chip Stapleton

Article Summary: CD laddering is a safe and effective way to save money and earn higher interest rates than a standard saving account. The strategy involves layering CDs that expire at different but regular intervals (i.e., annually). While this strategy helps to create increased liquidity and flexibility, there are some drawbacks to CD ladders. These […]