At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

At the Firm CCMI hosted our compliance attorney from New Jersey for a mock audit. While there are always areas to improve upon, the attorney…

At the Firm The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good…

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…

At the Firm CCMI filed the latest Client Brochure/ADV and Form CRS compliance forms and sent them to all existing and prospective clients.    March Madness…

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

At the Firm The team completed rebalancing in the first week of the year as we looked to trim areas that had overgrown their target,…

At the Firm The CCMI team had a busy end of the year! Between charitable contributions, Roth conversions, navigating taxable distributions from mutual funds, and…