Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare…

What is a day in your CCMI life like? My day begins by helping my wife get our kids ready for school.  After I give…

As we prepare for this new year and new decade, we wanted to summarize and share some important dates to remember. While we enjoy staying…

At Schwab’s recent IMPACT conference in November, there was a presentation about a concept called “investor volatility,” which is different than market volatility.  Here’s an…

In late May CCMI hosted an open house for our newly re-designed office. In addition to highlighting our renovated office, we wanted to assist local…

For the fifth consecutive year, CCMI has been named one of the “Top Wealth Managers in San Diego, California” by Advisory HQ News Media (AHQ)….

As CCMI nears the end of our lengthy office remodel, we have been reflecting on what went well, what could have gone better, and what…

As CCMI is going through our own office remodel, we thought it would be timely to share a few pointers to consider before undergoing your…

Since it has been a cold and rainy January here in San Diego, we thought it would be appropriate to explain what umbrella insurance is…