Author Archive

Why Choose a Fee-Only Financial Planner? It’s in Your Best Interest

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

Tech’s On Top: What History Tells Us About This Trend

You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

3 Reasons We Hate To See Comic-Con 2020 Cancelled

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…

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…

Tales of Good News – June 2020

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month….

What Our New Website Means For You

We redesigned our look and rebuilt our website from the ground up—for you.  As we constantly look toward the future, we have created an online…

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…