Author Archive

The Benefits Of A 529 Savings Plan When Planning For College

Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

5 Money Tips For Young Professionals

Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

Spotlight: Matt Ryan

This week out spotlight series continues Matt Ryan! What is a day in your CCMI life like? The great thing about working at a boutique…

Six Behavioral Traits that Can Influence Your Investments

Successful investing isn’t always based on picking the right stock, bond, region, sector, or strategy. More often, successful investing is linked directly to your behavior…

Millennial Tax Problems

Completing your tax return can be tough and may feel like getting caught in a tax tornado of deadlines, deductions, credits, withholdings, income, and schedules….

Health Savings Accounts (HSAs) – What do I need to know?

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

Negative Interest Rate… What’s that?!

We often talk with clients who remember positive double-digit interest rates in the US in the early 1980’s, or even the middle single digit interest…

Do You Really Need a Financial Planner?

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…

College Planning for the Student

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…

Should basketball star LeBron James expect an “average” stock market return on his investments?

The US stock market has delivered an average annual return of about 10% per year since 1926. But short-term results vary widely and in any…