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

October 2019 Quarterly Market Update

October 30, 2019
Despite a growing number of headlines causing an uncertain outlook, stocks grew last quarter. Listen to our latest update, including discussion of the strong labor market and the Federal Reserve's recent decrease in interest rates.
LISTEN to the conference call

October 2019 Economic and Market Highlights

November 5, 2019

View a quick list of last month's highlights and index performance.

Read the highlights

CPC Videos

The CPC Investment Process

with David G. Hunter, CFA®, CAIA

February 2019
Watch

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

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

January 2018
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®

February 2018
Watch

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

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

February 2018
Watch

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

with David G. Hunter, CFA®, CAIA

September 2018
Watch

CPC Articles

Maximize Charitable Gifts While Minimizing Taxes

Michael McCool, CFP®, CIMA®

Fall 2019
Read

Opportunity Zone Investments

Varun K. Marneni, CFP®

Fall 2019
Read

Medicare Open Enrollment Season

Trevor K. Thompson, CFP®

Fall 2019
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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