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OUT & ABOUT – APRIL 2023

28 Apr 2023 by: CCMI 

At the Firm 

The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of reports using our new CRM software so we have been working through some of its distinctive features and how they work in the quarterly process. The team continues to find new efficiencies with the CRM and Katie is working hard to implement them. 

Brian listened to various analyst calls from Schwab and JP Morgan on market and economic conditions. He also attended presentations from Entrepreneurs Organization to help improve CCMI as a business.

Matt attended his quarterly advisor study group in Newport Beach, where advisors from all over Southern California gather to discuss best practices and the latest developments in the industry. A keynote speaker shared some valuable insights into the current state of the bond market and how money managers view the current interest rate environment.

Kim has been busy as membership co-chair of Women in Business as they have had many inquiries from prospective members. The group continues to add new members—growing and thriving. She attended the Estate Planning Council’s mixer at KPBS in La Mesa, enjoying the process of getting to know the members better and finding resources who may be able to help clients in specialized areas. Kim is also in the process of joining San Diego Rotary Club 33 to fulfill her desire to give back to the community.

It’s been a busy time at the firm as tax season is in full swing, portfolios are rebalanced, and financial planning is top of mind for many people. Tina participated in several continuing education seminars to stay current on software enhancements and regulatory changes.

On the Home Front

The Matter family enjoyed a trip to England for the kids’ spring break. They enjoyed visiting Oxford, Warwick castle, the quaint villages in the Cotswolds, the Roman baths in Bath, Stonehenge, and everything London has to offer. Brian particularly enjoyed spending time in London, where he studied abroad in the late ‘90s; Nikki enjoyed finding bakeries in the Cotswolds villages (her favorite was Bourton-on-the-Water); Emma (16) enjoyed looking for vintage clothing in a new country; and Kai (13) and Koa (10) enjoyed testing their skills clay pigeon shooting in the countryside and navigating on the London underground. The family also attended a few plays in London, along with visiting the historic sites and palaces. It was a great trip!

Matt and his daughter Lizzie took a short trip to the Bay Area during spring break to visit several sights in San Francisco and Marin County. They went to Alcatraz and the Ferry Building, rode cable cars, crossed the Golden Gate Bridge, and explored Mill Valley. They also enjoyed some great meals in the city for a fun dad-daughter trip.

Some sad news, as Kim and Tyler had to say goodbye to their beloved dog, Fenway. She had been in their lives for over 14 years after Tyler rescued her from Baja Animal Sanctuary in 2008, before meeting Kim. It was meant to be when Kim met Tyler, a fellow East Coaster and Red Sox fan. Fenway was a sweet dog who brought so much love to their family; she will be greatly missed!

Tina headed back to Ohio to surprise her mom for her 82nd birthday. They had a great time together doing all their favorite things. Tina and Dave also attended San Diego Yacht Club’s 138th annual Opening Day on April 16.

The Larson family enjoyed cheering for SDSU’s basketball team in the NCAA Championship games. The Final Four game ended with an incredible buzzer beating shot for the win and Monica’s son Cole (in Houston) dropped to a knee and proposed to his girlfriend Megan. The two SDSU graduates met freshman year in the dorm and the double celebration will not be forgotten for years to come! The couple was missed at the family Easter brunch hosted by Monica and Mike as they are now living in Colorado.

Abby went to Las Vegas for a few days with her girlfriends for their yearly trip, noting it seemed to be a little less crowded and the weather was a little cooler. They had a great time walking around, shopping, and eating at their favorite restaurants, and got in a few hours of pool time considering it wasn’t as warm as it normally is. Abby also celebrated Easter by cooking a traditional feast of her kids’ favorite foods and had them over with a couple of friends. They just hung out in the yard picnic style and enjoyed the day. Abby is hoping for some warmer weather soon!

Jessica and Mike loved watching Olivia’s Junior Theater class performance. The students presented a musical they collaborated on. The family had a visit from Mike’s sister and nephew from Northern California. The Hurleys had a lovely Easter celebration with their extended family. They had a blast watching the kids hunt for eggs. Jessica was also happy to chaperone Gigi’s class field trip to the zoo.

The Willifords played a lot of pickleball! Katie is enjoying a beginner’s clinic she is participating in on Monday nights with her mom. Ben’s tennis experience is lending to his pickleball skill, so he is looking forward to competing with a good friend in their first tournament on an upcoming weekend. Ansley very much enjoyed Easter and opening every egg she could find. They all got a good laugh when the family tried to get a photo of Ansley (1.5) and her cousin Teddy (2.5) with their great-grandpa, Milo (98). However, the toddlers only wanted to eat their treats and loudly informed everyone of that.

 




CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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