Resources at Your Fingertips

Our commitment to providing you with careful and objective advice can only come from our commitment to staying on top of industry best practices and market conditions. We have consistently held this view over our firm’s 50 years of service, allowing our breadth of expertise to run deep. Therefore, we are ready for your unique crossroads as soon as they arise.

We invite you to look through our variety of current information below we thought you might find of interest.

What Powers AI May Power Your Portfolio
Markets & Investing

What Powers AI May Power Your Portfolio

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June 2025 Economic & Market Highlights
Market Commentary

June 2025 Economic & Market Highlights

Click to view our summary of recent market conditions.

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Markets & Investing
The 30% That Get It Right: What Successful Wealth Transfers Have in Common
Planning & Lifestyle

The 30% That Get It Right: What Successful Wealth Transfers Have in Common

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The 30% That Get It Right: What Successful Wealth Transfers Have in Common
Planning & Lifestyle

The 30% That Get It Right: What Successful Wealth Transfers Have in Common

Geri Lanning, CFP®, Senior Wealth Advisor

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Planning for Generational Wealth Transfer: Key Considerations
Lifestyle & Planning

Planning for Generational Wealth Transfer: Key Considerations

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Planning for Generational Wealth Transfer: Key Considerations
Lifestyle & Planning

Planning for Generational Wealth Transfer: Key Considerations

Trevor K. Thompson, CFP®, CPWA®, Head of Wealth Solutions

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Planning & Lifestyle
GCAPP Rising Leaders Luncheon
Team News & Highlights

GCAPP Rising Leaders Luncheon

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CPC Supports MAC 5K Run
Team News & Highlights

CPC Supports MAC 5K Run

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CPC Supports MAC 5K Run
Team News & Highlights

CPC Supports MAC 5K Run

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Team News & Highlights
One Big Beautiful Bill Act: A Summary of Updates
Planning & Lifestyle

One Big Beautiful Bill Act: A Summary of Updates

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One Big Beautiful Bill Act: A Summary of Updates
Planning & Lifestyle

One Big Beautiful Bill Act: A Summary of Updates

What does the Big Beautiful Bill Mean for You?

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Educational Resources

Click here for our latest COVID-19 RESOURCES

Market Updates

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