Resources

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 40 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.
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Varun Named as a Forbes Best-in-State Wealth Advisor

Team News & Highlights

Varun Named as a Forbes Best-in-State Wealth Advisor

The CPC Team

Rotation to International: Real or Just Another Head Fake?

Markets & Investing

Rotation to International: Real or Just Another Head Fake?

Blake A. Flood, CFP®, Chief Market Strategist and David G. Hunter, CFA®, CAIA, CSRIC™, Chief Investment Officer

Discipline Determines Destiny

Markets & Investing

Discipline Determines Destiny

Varun K. Marneni, CFP®, CEPA, President & CEO

Trevor Thompson, CFP®, CPWA® earns well-deserved promotion

Team News & Highlights

Trevor Thompson, CFP®, CPWA® earns well-deserved promotion

The CPC Team

CPC Honored at Our House

Team News & Highlights

CPC Honored at Our House

The CPC Team

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

Spring into Financial Wellness

Planning & Lifestyle

Spring into Financial Wellness

Sheila Hines, FPQP™, Director of Client Services

March 2025 Economic & Market Highlights

Market Commentary

March 2025 Economic & Market Highlights

The CPC Team

Q1 2025: Market Update Webinar

Markets & Investing

Q1 2025: Market Update Webinar

February 2025 Economic & Market Highlights

Market Commentary

February 2025 Economic & Market Highlights

The CPC Team

January 2025 Economic & Market Highlights

Market Commentary

January 2025 Economic & Market Highlights

The CPC Team

2025 Key Financial Data

Educational Resources

2025 Key Financial Data

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