News and Insights | Page 3 of 3

COVID-19 Investment Outlook & Strategic Direction

John KoudsiMarch 17, 2020Investments, Letters from the CEO

This past week marked the end of the 11-year bull market that began after the … Read More

Case Study: Restaurant Chain

Core Financial PartnersFebruary 19, 2020Business Owners, Case Studies

Annual Revenue: $30 million Net Income: $3.0 million Number of Employees: 300 Owners: 6 Partners … Read More

Case Study: Online Advertising Company

Core Financial PartnersJanuary 16, 2020Business Owners, Case Studies

Annual Revenue: $22 million Net Income: $1.8 million Number of Employees: 40 Owners: Two Partners … Read More

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Investment Advisory and Financial Planning Services are offered through Core Financial Partners, an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of Core Financial Partners. Core Financial Partners does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the viewer reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.