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…

  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…

We often talk with clients who remember positive double-digit interest rates in the US in the early 1980’s, or even the middle single digit interest…

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,…

When choosing a financial professional to help you plan for your retirement and build your financial future, it is extremely important that you know how…

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

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…

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.”  Over the years, it…

Joseph Coughlin, PhD, founder and director of the MIT AgeLab, formulated three very simple questions that you may ask yourself to determine if you (or…

“To boldly go where no man has gone before.” While Star Trek’s Captain Kirk may or may not have been a savvy investor, each week,…