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 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.

Market Updates

July 2019 Quarterly Market Update

with Blake Flood, CFP®
July 18, 2019
This audio call explains the slowing, but growing global economy and the Federal Reserve's dovish approach.
LISTEN to the conference call

Quarter 2 2019 Update

with Blake Flood, CFP®
April 30, 2019
Why was the first quarter of 2019 so different from the last quarter of 2018? Join us as we discuss the latest market conditions, as well as why we think we're in the midst of a "Goldilocks scenario".
LISTEN to the conference call

CPC Videos

The CPC Investment Process

with David G. Hunter, CFA®, CAIA
WATCH

The Stock Market Sector Shuffle: Understanding the New Communication Services Sector

with David G. Hunter, CFA®, CAIA
WATCH

Understanding the Tax Cuts and Jobs Act Part 3: Key Changes for Corporations and Businesses

with Varun Marneni, CFP® and Trevor Thompson, CFP®
WATCH

Understanding the Tax Cuts and Jobs Act Part 2: 5 More Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®
WATCH

Understanding the Tax Cuts and Jobs Act Part 1: 5 Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®
WATCH
February 2019

The CPC Investment Process

with David G. Hunter, CFA®, CAIA
WATCH
September 2018

The Stock Market Sector Shuffle: Understanding the New Communication Services Sector

with David G. Hunter, CFA®, CAIA
WATCH
February 2018

Understanding the Tax Cuts and Jobs Act Part 3: Key Changes for Corporations and Businesses

with Varun Marneni, CFP® and Trevor Thompson, CFP®
WATCH
February 2018

Understanding the Tax Cuts and Jobs Act Part 2: 5 More Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®
WATCH
January 2018

Understanding the Tax Cuts and Jobs Act Part 1: 5 Key Changes for Individuals

with Robert Bordett, CFP®, CDFA® and Varun Marneni, CFP®
WATCH

CPC Articles

October 8, 2019

September 2019 Economic and Market Highlights

The CPC Team
READ
Summer 2018

A Resource to Help With Housing and Healthcare in Retirement

Trevor Thompson, CFP®
READ
Spring 2018

Beware of Bitcoin

David G. Hunter, CFA®, CAIA
READ
October 8, 2019

September 2019 Economic and Market Highlights

The CPC Team
READ
Summer 2018

A Resource to Help With Housing and Healthcare in Retirement

Trevor Thompson, CFP®
READ
October 8, 2019

September 2019 Economic and Market Highlights

The CPC Team
READ
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. 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.

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