Education Resources

Featuring Varun Marneni, CFP®, CEPA, Executive Vice President, CPC

Featuring Mike Hines, CFP®, President & Founder of CPC

Featuring Blake Flood, CFP®, Senior Vice President at CPC

Featuring Michael McCool, CFP®, CIMA®, Senior Wealth Advisor, CPC

Featuring David Hunter, CFA®, CAIA, CSRIC™, Director of Research and Investments at CPC

Letter from Mike Hines

by Varun K. Marneni, CFP®

by Trevor Thompson, CFP®

by Trevor Thompson, CFP®\

As we head into the final quarter of 2023, proactive investors should use this time to make strategic tax planning adjustments.

When selling a business, it’s important to focus on the implications to your business, personal wealth and family.

Featuring Adele Gipson, CFA®, CFP®, CPA, Senior Vice President at CPC

with Varun Marneni, CFP® and special guest Doug Neal, CPA

by Trevor K. Thompson, CFP®

by Trevor K. Thompson, CFP®

Have you added these six things to your summer plans this year? If you haven't already, now is the time.

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.

by Tiara Kincaid

with David G. Hunter, CFA®, CAIA

by Michael McCool, CFP®, CIMA®

Learn how to protect your data and stay safe online. Featuring Jessica Rice of Raymond James & CPC's Sheila Hines.

In honor of AI Appreciation Day (July 16), we'd like to share our thoughts on the emerging topic.

In today’s digital age, cybersecurity has become a crucial aspect of protecting your finances.