What Should Investors Make of Bitcoin Mania? Investors everywhere have seen Bitcoin in the headlines of most major media outlets recently. Here at CCMI we…

On Tuesday, October 17th, the CCMI team hosted our “Gathering 4 Good” event at the Mission Valley Public Library. The CCMI team and CCMI clients…

Third Quarter 2017   In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings…

  Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your…

Emotions run high when markets are low. As an investor in the market, it is important to remind yourself that there will be times of…

Alan Lakein said, “Failing to plan, means planning to fail.” This quote can be especially true when referring to business succession planning.  While CCMI has…

As if you needed another reason to get out on the links, improving your golf game may just make you a better investor. Here are…

It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life….

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…

  The weekend of May 12 to May 14 was a scary time for internet users all over the world. Starting Friday afternoon and continuing…