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…

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…

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…

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…

High School graduation is coming up next month and the day your child leaves for their freshman year of college is looming ahead. For most…

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 we exit a cold and rainy San Diego winter, we look forward to a warm and sunny spring. One way to take advantage of…

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…