NCPI is a privately owned, full-service broker-dealer and investment advisory firm based in San Francisco. We offer three distinct investment solutions:
Wealth Management
Financial Planning & Portfolio Construction
Taxable & Non-Taxable Fixed Income
Municipal Trading & Underwriting
Retirement Plan Services
Institutional Investment Advisory Services
NEWS & COMMENTARY:
INSIGHT - WEALTH MANAGEMENT NEWSLETTER - JULY 2010
Planning for Retirement in Stages
While summer vacations and national holidays typically provide a break for everyone who would be considered a member of the working public, there is one big break ahead that's a priority on most everyone's calendar - retirement. [Read more]
Summertime Savings Can Be a Reality for Your Teen
Now that the school year has ended, your teen may be looking forward to a summer of scooping sundaes at the local ice cream stand, policing the pool as a life guard, or teaching the kids at camp the art of skipping stones. Whatever their source of summer-time income, it is important that they understand the value of their work, the privilege of a paycheck, and most importantly the significance of saving and how it can contribute to a successful future... [Read more]
Taking Note of Municipal Market Trends
The years 2008 through 2009 will certainly be remembered as one of the most volatile periods in the history of the municipal bond market. The mass failure of municipal bond insurance companies, the collapse of the auction rate securities market, unprecedented declines in real estate values and the lingering general recession all led to incredible fluctuations in the financial markets, particularly interest rates. There are several key trends which emerged in the past two years that municipal market participants (investors and issuers) should be aware of... [Read more]
What Do You Do With Multiple 401(k) Plans?
Just as you've successfully managed many other areas of your life, you must stay on top of your 401(k) assets as well. In most instances, you will generally have four options when dealing with multiple 401(k) plans... [Read more]
What You Need to Know About Beneficiary Designations
When you think about estate planning, the first thing that may come to mind is your will or living trust. However, while these are valuable documents, they do not have any effect on the distribution of many of your important assets. Your beneficiary designations are the element that ultimately controls who receives these assets. To help you in deciding how to make these important decisions, following are a few points to consider... [Read more]
Events:
Our Partnership With First Clearing, Inc. (“FCC”)
Learn more about our new clearing firm: First Clearing Corporation (“FCC”). We expect an improved client experience through more advanced technology, service efficiencies and a wider range of investment choices. If you have any questions, please feel free to contact us at 800-619-6274 or click here for more information.
Automating Your Finances
Webinar Playback
Don't you sometimes wish you could stress a little less about money matters and still be on track to achieving your overall financial goals? You've heard many times "Don't sweat the small stuff", and yet the little actions you take today could yield significant results in the future. Listen to NCPI's complimentary webinar playback that discusses key points such as:
• Pay Yourself First
• Consolidate Accounts
• Navigate the New FCC Access Online®