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…

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…

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…

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…

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…

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…

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…

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….

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),…

“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…