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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What Powers AI May Power Your Portfolio

Markets & Investing

What Powers AI May Power Your Portfolio

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

Client Chronicles: Meet Our Client Service Associate Team

Team News & Highlights

Client Chronicles: Meet Our Client Service Associate Team

Sheila Hines, FPQP™, Director of Client Services

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

Team Building the Coach K Way

Team News & Highlights

Team Building the Coach K Way

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

One Big Beautiful Bill Act: A Summary of Updates

Planning & Lifestyle

One Big Beautiful Bill Act: A Summary of Updates

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

June 2025 Economic & Market Highlights

Market Commentary

June 2025 Economic & Market Highlights

The CPC Team

Q2 2025: CPC Economic Update Webinar

Markets & Investing

Q2 2025: CPC Economic Update Webinar

May 2025 Economic & Market Highlights

Market Commentary

May 2025 Economic & Market Highlights

The CPC Team

April 2025 Economic & Market Highlights

Market Commentary

April 2025 Economic & Market Highlights

The CPC Team

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

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.‍