Author Archive

CCMI Named Among the Nation’s Top RIAs by Worth Magazine

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

OUT & ABOUT – APRIL 2024

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

When Should I Sell My Business? Is It Time to Exit?

Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…

OUT & ABOUT – MARCH 2024

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…

Sailing into Retirement Planning in San Diego

If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

OUT & ABOUT – February 2024

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

Why the 5 Years Before Retirement Are Critical

If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…

How to Help When Someone Asks “How Do I Change Financial Advisors?”

When considering changing financial advisors, several factors come into play. You may know someone contemplating this transition, whether prompted by a firm acquisition, shifts in…

OUT & ABOUT– January 2024

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

Top Questions to Ask When Your Financial Firm Is Bought Out

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…