Author Archive

3 Ways Brian’s New Designation Better Serves Our Clients

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he earned…

The CARES Act

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

Coronavirus and Market Declines

The world is watching with concern on the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling…

Spotlight: Brian Matter

Continuing our Spotlight Series, today we are sharing about Brian Matter. What is a day in your CCMI life like? Every day is different.  Most…

The SECURE Act – how might it affect me?

The SECURE Act stands for “Setting Every Community Up for Retirement Enhancement” and is the most significant change to retirement plan policy in over a…

Schwab’s IMPACT Conference Takeaways

Brian, Matt S., Matt R. and Kim all attended various sessions of the Schwab IMPACT conference held in San Diego in early November.  As a…

What’s It Worth? Four Reasons a Business Owner Should Have a Valuation

  Business valuations have been in the news recently thanks to WeWork’s Initial Public Offering (IPO) struggles.  The company was touted as the “next big…

A Retirement Interview from CCMI’s Founders

The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1,…

CCMI’s Cyber Security Breakfast Takeaways

  On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security…

CCMI Named One of the Top Ten Wealth Managers in San Diego

For the fourth consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego, California” by Advisory HQ News Media…