Education
Tax Moves to Consider Before Year-End
As we head into the final quarter of 2023, proactive investors should use this time to make strategic tax planning adjustments.
Read more
From the Headlines
Mike Hines Recognized by Barron's
Mike Hines, CFP®, has been recognized by Barron's as one of Top 100 Independent Advisors in 2023.
Read more
Education
6 Things to Add to Your Summer Plans
Have you added these six things to your summer plans this year? If you haven't already, now is the time.
Read more
Education
Embracing the Power of Artificial Intelligence
In honor of AI Appreciation Day (July 16), we'd like to share our thoughts on the emerging topic.
Read more
Team News
The Little Investment Firm that Could
Mike Hines reflects on the foundation of CPC nearly 50 years ago.
Read more
Education
Historical Overview of the Debt Ceiling
The concept of a debt ceiling has been a part of American politics since the early 20th century, but its history is more complex than people realize.
Read more
From the Headlines
Varun Marneni Recognized by InvestmentNews
InvestmentNews lists Varun Marneni as one of top 40 under 40.
Read more
Ready to begin?
Contact us
