Broker Check


Our clients receive an easy-to-read summary of what's happening in the market each quarter. Open one up to get actionable, fun-to-read advice you can use today. (All newsletters are PDFs.)

  • Q2 2019 - 3 proven psychological tricks to reduce impulse spending; CPFP staff & technology additions; the connection between population and economic growth. 
  • Q1 2019 - Get answers to why your accounts have different rates of return; help college students avoid high bank fees (and other money tips for students); and explore estate planning lessons from Game of Thrones.
  • Q4 2018 - Increase your retirement plan contributions with the new annual limit; take a home inventory to prepare for disaster; report the fraudulent calls you get from the Social Security Administration.
  • Q3 2018 - How to: check withholding under the new tax law before year-end (Paycheck checkup), shop for the best Medicare deal during open enrollment, and prepare your family for the next natural disaster.
  • Q2 2018 - What's the global outlook with trade wars, why you may see more CDs in your portfolio than before, and three things to consider before investing in marijuana.

Contact Kate or Mike with questions about the newsletter.