Author Archive

How Financially Literate are Americans?

As April is National Financial Literacy month, let’s look at how much we have learned since the Great Recession.  A recent survey completed by Wallethub.com…

What Our Clients Have Taught Me

by Bob Eddy, CFP ® For more than 42 years, Bob Eddy has assisted CCMI clients with a variety of their financial planning and investment…

In over 40 years, what have CCMI clients taught me?

by Peg Eddy, CFP ® Having been a CFP practitioner since 1983 and now on the cusp of my retirement, a look back on my…

Do you know everything about HSA’s?

Dating back to the early 2000’s, Health Savings Accounts (HSA’s), have become a popular strategy for paying for medical expenses. HSA’s are tax-advantaged medical savings…

CCMI Named One of the Top Ten Wealth Managers in San Diego

For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…

Yikes! Your house is flooding! What do you do next?

  By Katie Williford As the water continues to flow, the anxiety and stress are building and you’ve probably said a few things that you…

Smart Investor Behavior

Investor behavior is one of the key factors in determining the long-term success of a portfolio. A recent Vanguard study found that proper investor behavior…

Beware of These Latest Tax Scams!!

  There has been an increase in tax scams from fraudsters claiming to be IRS employees attempting to either obtain personal information or solicit money…

Cyber Crime! Protect Your Personal Information!

As the problem of cyber fraud is becoming more prevalent, cybersecurity is a constant concern for all of us. Keeping personal financial information confidential is…

17 Questions to Ask Yourself About Your Money

What’s important about money? One of the toughest aspects of embarking on the financial planning process is recognizing how your personal style, money mindset, and…