We’ve recently seen news about intentional power outages in Northern California due to high winds creating a potential fire hazard. These Santa Ana winds often…

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We…

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of…

Being part of the 2019 LEAD Impact class of San Diego was a unique experience that I will never forget!  After having lived in San…

Are you ready to get married… financially? The decision to get married brings up many questions.  Mostly, you are trying to figure out if this…

  Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…

As the 2018 tax season is now behind most of us, the outcomes ranged from being pleasantly surprised with a lighter tax bill, to paying…

  Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably…

Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably invades…

Your success as an investor can be linked to your behavior as an investor. Success isn’t always based on picking the right stock, bond, region,…