Author Archive

OUT & ABOUT – MAY 2023

At the Firm  We have exciting news to announce!  After over fifteen years in our Mission Valley office, CCMI will be moving to a new…

OUT & ABOUT – APRIL 2023

At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

OUT & ABOUT – MARCH 2023

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

Out & About – February 2023

At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

OUT & ABOUT – JANUARY 2023

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

Out & About – December 2022

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

What is Tax-Loss Harvesting? And Why You May Want to Consider It Before Year-End

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…

2022 Year-End Tax Planning Checklist

As 2022 quickly draws to a close, there are various planning issues to consider that may affect your tax payments and financial situation in 2023….

OUT & ABOUT – NOVEMBER 2022

At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…

Time to Exit Your Business? 10 Questions to Help Decide if You’re Ready to Sell

“Do I keep growing the business or is it time to exit?” This question was recently posed by a San Diego business owner who was…