News

Congrats Christian Pecina on a new move! He has transitioned over as a Portfolio Analyst after handling bookkeeping and individual tax returns for the firm. He is currently pursuing his Series 65 & CPA licenses. Pecina is also fluent in Spanish and assists with daily trading and maintenance of account portfolios.

Lakeland, Florida (June 14th, 2017) – Matthew A. Treskovich, CPA/PFS, CFP®, CMA, MBA, with CPS Investment Advisors, has received the Personal Financial Planning (PFP) Standing Ovation from the American Institute of CPAs (AICPA). He is one of 16 CPAs to receive this award, which will be presented at the AICPA’s Advanced Personal Financial Planning Conference in Las Vegas.

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Achieving financial independence can seem like a daunting goal for many investors. In a world of economic uncertainty, changing interest rates, political turmoil, and market volatility, high quality advice from a skilled financial advisor can be the difference between financial security and just getting by. Finding a quality advisor can prove to be a major challenge in itself. In the intricate world of finance an investor can run into many challenges. Interest rates, high valuations in the stock market and money management can all be perplexing, which is why a financial advisor’s guidance can be a valuable asset. But how do you find a quality advisor?

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The Lakeland Ledger has launched it’s Best of the Best contest for 2017.  People voted CPS Investment Advisors as the Best Investment Firm in 2016 and we’d like to be your top firm again! Please help vote for us and for our dedicated Holly Kelley to become Best Accountant.

We appreciate your support! theledger.com/contests

 

The cost of higher education in the United States is on an ever increasing trend upwards and shows no signs of slowing. While there has been some discussion at the federal level on ways to control college costs, no actions have occurred to actually curb the cost. Unfortunately, the only action relating to college costs that appears on the horizon is an interest rate increase on new borrowers. This in turn will lead to an increasing debt load on our college graduates.

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If you’re in your twenties or have children in their twenties, then you know saving for retirement doesn’t always top a millennial’s “to-do” list. However, tucking away money early, even just a little, will give those funds a better opportunity to grow in the stock market overtime. Here are five things twenty-somethings need to know.

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