Money Matters

OUT & ABOUT – October 2023

25 Oct 2023 by: CCMI 

At the Firm

The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also used the gathering as a chance to benefit the San Diego Food Bank, collecting enough food and donations to provide over 300 meals to those in need.

The CCMI team was busy rebalancing portfolios in early October to put to work dividends and interest were paid out at quarter end.  

Brian and his wife Nikki, along with Kim and her husband Tyler, attended the Harvest Moon Dinner at Ilan Lael. Ilan Lael is a foundation that supports art projects, lectures, seminars, and exhibitions in San Diego and Tijuana, as well as the historic home and studio locations of artist Jim Hubbell. It was a great event to support an excellent cause.   

Brian attended an Entrepreneur’s Organization event where local skateboarding legend Tony Hawk was the featured speaker discussing the challenges in his athletic and business careers. Brian also attended a lecture on how artificial intelligence is changing various industries.  

Matt Showley spent a day volunteering with a great organization called Humble Design, helping turn a house into a home for a family that just secured their first apartment after living in a homeless shelter for the past year. Humble Design helps those who are on the cusp of exiting homelessness by furnishing and designing their new space with donated furniture items and volunteer efforts that include the expertise of professional interior designers, who together help create new living spaces for these families.

Kim attended various events in the organizations she belongs to, including weekly Rotary meetings. Most recently she attended a Women In Business cooking class and learned about culinary medicine, did some hands-on cooking, and had a nice sit down dinner with the group.  She also attended the Estate Planning Council’s fall mixer and is looking forward to an upcoming year of great speakers.

The beginning of the fall season tends to be a busy time at the office as we round the corner to the home stretch for the year. This means making sure annual goals are on target for our firm and our clients, including tax planning and financial planning. 

It was Tina’s turn to write the quarterly commentary, which requires research and collecting data on markets and the economy. Tina also attended the Financial Planning Association Annual Conference in Phoenix, Arizona at the end of September. Industry experts shared their insight on a variety of topics ranging from the economy and latest and greatest technology to retirement withdrawal strategies, long-term care, communication strategies, and investor behavior. The conference also included a CFP Board-required session on ethics. It was three days full of information and collaborating with fellow advisors.

This month, Alana had a wonderful experience at the 2023 FPA Symposium hosted at SDSU. During the event, she had the chance to connect with fellow financial planning professionals and was particularly inspired by a speech delivered by Carl Richards, a co-host with Michael Kitces on “Kitces and Carl.” His presentation, focused on the intersection of personal finances and caring for others, left a lasting impression on Alana. 

On the Home Front

Brian and Nikki enjoyed joining youngest son Koa (age 11 in 5th grade) at school for lunch with some of his friends during his school’s “Lunch with a Loved One” event.  Brian and the kids also enjoyed celebrating Nikki’s birthday in early October over multiple days with various family members.

Matt spent a lot of quality time with his son Jacob while Alex and Lizzie took a short trip to visit family in Hawaii.  Matt and Jacob went to the beach, snorkeled, played golf, watched new movies, and Jacob had a flag football game and threw for his first touchdown as quarterback.  It was a fun long weekend, but they were excited when the girls came home.

Kim and Tyler celebrated their 11th anniversary in early October.  Kim surprised Tyler with a staycation at the Lafayette hotel which has been recently renovated. They had a fun time relaxing by the pool and enjoying dinner in the area. They also went to an SD Wave game with friends. Alana and her friend joined as well!

Tina and Dave have been enjoying their boat and rafting up with other boating friends. Last weekend was at Coronado Cays with 15 boats from SDYC. They also had a boat re-naming ceremony/christening. The general purpose of the 5-part renaming ceremony is to avoid bad luck by asking Poseidon (the God of the sea) to strike the old boat name from his seafaring ledger, and to add the new name in its place. It includes removing and purging all traces of the old name, a toast to the four wind gods asking for fair winds and calm seas during future voyages and pouring champagne over the anchor in celebration of her new name. It was quite the event for Andiamo! 

Monica, Mike, Alex and Monica’s mom went to Colorado for a long weekend to visit Cole. It was their first visit since Cole moved in December. They explored the cities of Denver and Boulder and Monica’s mom was able to show them the home where she spent part of her early childhood. Megan’s extended family hosted a beautiful fall themed engagement party to celebrate Cole and Megan (Wedding in 2025.) Since the Green Bay Packers were in Denver to play the Broncos, the Larsons found a local Packer bar to watch the game and create new family memories together.

October was a do a lot of everything month for Abby, as always, she gathered with friends and had a weekend with her kids visiting, which is her favorite. Abby attended a friend’s son’s engagement party and a friend’s amazing art exhibit at Liberty Station, which was exceptional.  She manages to keep quite busy, and October is always the start of bringing in the holiday spirit.  Abby can’t believe how fast time flies and that the holidays are almost here!

The Hurley family is enjoying the warm fall sunshine by jogging, swimming and biking together. Olivia and Gigi both started tennis lessons and continued their hip hop and ballet classes. They are each practicing dance routines for the Nutcracker performance later in the year. They are all looking forward to spooky fall activities this month and have been working on their costumes!

This month the Willifords did all things Halloween! They attended HalGLOWeen at the Zoo where they all danced and played in the bubbles at the Bubble Party, they watched the Spooky Revue, and got to meet the Boo Crew! Ansley loved the Spooky Revue dancers and Katie and Ben were flabbergasted at the contortionist’s routine. They also ventured out to Lakeside to explore Oma’s Family Farm. It was way more impressive than the simple pumpkin patch they were expecting. There were plenty of activities for little ones and Ansley was overwhelmed and overjoyed at all of the pumpkins she got to choose from. Lastly, they are looking forward to the trunk-or-treat on Halloween night at Ansley’s daycare. She is going to be a ladybug or possibly just a wild toddler running around in pieces of a costume. We’ll see!

Outside of work, Alana made the most of her visit to Colorado, a place where she has many friends. This trip, she explored Fort Collins and reconnected with her love for the outdoors. Her adventures included a hike to the summit of Horsetooth Mountain, biking excursions, attending a show at the iconic Red Rocks Amphitheatre, and visiting local breweries. It was a well-rounded and enjoyable trip!



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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