With market, economic, and political concerns like those experienced in 2024, it’s common for investors to let emotions guide their portfolio and financial planning decisions….
At the Firm Brian‘s Rotary Club adopted an orphanage in Tijuana to provide gifts over the Christmas holiday. The CCMI team adopted five of the…
As an RTX (Raytheon Technologies and Collins Aerospace) executive, understanding the various compensation and benefits available is critical to making them work for you so…
At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…
With Donald Trump’s presidential election victory, the country is watching to see what will begin the fifth year of the Trump administration. His campaign emphasized…
If you’re a young professional starting a business or even a seasoned entrepreneur, you know how the excitement of diving into something new can sometimes…
High inflation over the last few years has caused many retirees and pre-retirees to be concerned about outliving their savings. With shifting market conditions, increasing…
At the Firm The CCMI Team was excited to be named the winner of the 2024 Torch Awards for Ethics by the Better Business Bureau…
As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…
Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…
