Press Releases

Tis’ the season to give and CPS Investment Advisors hopes this donation will help create a special memory for local veterans.  Principals and employees raised money for the “Flight to Honor” program. It helps transport military veterans to Washington so they can see the memorials of the wars they fought in. CPS employees are able to wear jeans on Friday if they donate toward a special cause. Flight to Honor was one of the organization’s employees voted to help in 2017. The firm’s partners also matched the donation. Retired Air Force Colonel, Gary Clark, is in charge of the local program and was thrilled to receive this donation to help more veterans experience a memorable journey. CPS Investment Advisors salutes all of our nation’s veterans and active military personnel.

The Peace River Center has a new addition! October 17th marked the grand opening of the Lakeland Crisis Campus. CPS Investment Advisors made a donation and our team is glad it will be able to help those in our community. CPS President, Peter Golotko, serves on the Peace River Center Board of Directors. Golotko and other employees attended the ceremony, which included a ribbon cutting. Peace River Center’s mission is to engage, restore, and empower individuals in our community to reach their fullest potential.

The Villages, Florida (September 27, 2017) CPS Investment Advisors has opened its newest location in The Villages, Florida. The investment firm, which serves clients across the country, operates exclusively under a fiduciary standard and provides a comprehensive range of financial services, including financial planning, money management, 401(k) planning, accounting and tax expertise.


CPS Investment Advisors has been voted the “Best Investment Firm” in the Lakeland Ledger’s 2017 “Best of the Best” contest.

It’s the second year in a row the firm has received the top honor. CPS Tax Manager, Holley Kelly, was also voted “Best Accountant.” CPS Partner, Mike Riskin, was also nominated as a finalist for “Best Accountant.”

CPS Investment Advisors would like to thank everyone for their support. We enjoy serving the community and helping all our clients here and throughout the country.

If you are like most people, you sometimes wonder if the stock market is really the best place to invest your hard-earned dollars. The stock market can be scary to the uninformed! There is no shortage of pundits, commentators, and bloggers who are willing to proclaim that the market is about to crash, that stocks will never go higher, and that the only way to be safe is to buy their newsletter (or worse, buy the silver, gold, insurance or annuity product they are selling!).

It is natural to feel some uncertainty about investments in the market. Stocks are volatile, which means the value of your investments can bounce up and down from day to day. The daily movements of stocks might be unpredictable, but the long term trends of the market are clear. Academic research and over 100 years of data prove that investing in the great companies in America and the world is the best way to create wealth from personal savings and to protect your purchasing power in retirement.

Plan for the journey, not the roadblocks

Irrational fear of market volatility can be damaging to your financial health. Fear often leads to inaction, and this “investment paralysis” can spill over into other areas of the financial planning process. The worst thing to do is to allow fear of the markets to stop you from doing all of the other things you need to do to achieve your goals: planning your spending and savings, risk management, estate planning, tax planning, and completing the other tasks on your personal financial planning action list.

If you don’t have an action list, the first thing to do is to get one! Create one yourself, or find a credentialed professional who will give you unbiased advice. Thinking about your life goals is a great place to start. From there, setting financial goals will be easier, and you will then be able to make better decisions and stick with your financial plan.

Focus on the goal, not the journey

Investing in the stock market is a means to an end. For most of us, the goal is to achieve financial independence – the point where we work because we want to, not because we have to – and then maintain our standard of living in a long retirement. The risk of running out of money in retirement is the biggest challenge we will face during this journey. Investing in stocks continues to be the best way to guard against this risk.

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