CPC Advisors

Our latest economic and market highlights are now available! To view our summary of recent market conditions, click the link below.

As we've stepped into Q4 2024, it feels like a scene from Groundhog Day with the S&P 500's tech giants leading the charge once again. The top seven companies boast a market cap over $15 trillion, surpassing half of the US GDP. But here's the big question: Are these high-growth giants truly great investments at their current valuations? Our Chief Market Strategist, Blake Flood and Chief Investment Officer, David Hunter, CFA, discuss this topic. To read the full article, click the link below.

Our team is vigilant in exploring opportunities to help clients plan for both near and long-term financial goals. CPC's Senior Director of Financial Planning, Trevor Thompson, CFP?, highlights some important planning updates to consider in Q4 including, charitable giving and updates on the Tax Cut Jobs Act as we approach the upcoming elections and the new year. To learn more, click the link below to read the latest updates.

At CPC, we strive to live by a simple yet powerful principle: it's not about what happens, but what you do about it. Recent months have been marked by shocking events, intense political debates, and ongoing discord between parties, all of which can understandably create feelings of uncertainty about our future. Amidst this period of uncertainty, see what our team is doing on your behalf as your trusted partner. Click the link below to read the recent letter from our President & CEO, Varun Marneni, CFP?, CEPA.

October is National Cybersecurity Awareness Month, and our firm is dedicated to staying on top of the latest cybersecurity trends to ensure our clients are safeguarded from cyber threats. Our Director of Client Services, Sheila Hines, shares some tips and reminders on keeping your data safe online. Click the link to read the full article on our website.

Congratulations to our Founder, Mike Hines, CFP?, on being named one of Barron's 2024 Top 100 Independent Advisors! This recognition is a testament to your dedication and the high standards you set for our team. Your vision and commitment inspire us every day. Barron's Top 100 Independent Advisors 2024, is based on the period from 6/30/2023 to 6/30/2024 and was released on 9/16/2024. Of 579 considered, 100 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3MGwsp0.

Our President & CEO , Varun Marneni, CFP?, CEPA, was named on the Forbes Next-Gen Wealth Advisors list for the seventh consecutive year! Congratulations on this well-deserved recognition! Your unwavering dedication, visionary leadership, and relentless pursuit of excellence inspire our team and continue to drive our organization forward. The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors' location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information go to https://lnkd.in/gif8MRU5.

Check out our summary of recent market conditions. To view the full market commentary, click the link below.

Our latest market commentary is now available on our website! Click the link below to read the full commentary.

We are proud to announce some exciting team news at CPC! Read Mike Hines, CFP?, letter below to learn more. #CpcAdvisors #team