By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As we navigate through 2024, the market continues to be influenced by a mix of technological optimism and economic caution. The second quarter of the year saw significant developments in the realms...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
"Pay yourself first;” this principle is a cornerstone of sound financial planning. You've likely encountered this advice, and if you've acted on it swiftly, you're on a solid path to achieving your...
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
In our previous blogs, Let's Dive Into the Florida Retirement System and The Florida Retirement System Pension Plan, we learned more about the FRS and the opportunities the Pension Plan offers. Now,...
By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
On June 28th each year, National Insurance Awareness Day encourages us to review our insurance policies. As lawsuits become more common in 2024, knowing how to protect your money and property with...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
When we think about a healthy economy, the unemployment rate is typically one of the first measures that comes to mind. Seeing a low unemployment rate usually makes us feel optimistic, suggesting...
As we reach the year's midpoint, it's the perfect time to pause and assess your financial health using the CPS Investment Advisors Financial Fitness Checklist. This mid-year checkup is crucial for...
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
In our blog post, Let's Dive Into the Florida Retirement System, I provided an overview of the Florida Retirement System (FRS), a state-sponsored retirement plan for certain public sector employees....
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
If you are one of more than 2.5 million members of the Florida Retirement System, then regardless of where you are in your career, you're on your journey to retirement. Some may be just weeks away...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
May 20th came and went, marking the observance of "Be a Millionaire Day." A nod of appreciation goes to those who creatively designate days to celebrate our favorite things, particularly the heroes...
Observed across the U.S. on May 29th, National College Savings Day or 529 College Savings Day was created to promote awareness of the 529 plan type and encourage families to save toward education...
