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…

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…

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…

At The Firm The CCMI team enjoyed celebrating third quarter birthdays at a lunch in September. Team members always enjoy the chance to get outside…

At the Firm The CCMI team bid farewell to Allie, who left on maternity leave and subsequently moved back East as her husband received military…

Accessing capital and managing taxes are top priorities for any established or up-and-coming business owner, and Qualified Small Business Stock (QSBS) and its tax exemption…

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …

At the Firm Brian wrapped up his multiyear service on the San Diego Breakfast Rotary Foundation board, where he worked to oversee the investments and…

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…