At the Firm It was a busy October as the CCMI team completed quarterly rebalancing and compiled quarterly reports to send to our clients. The…

Running a business means playing many roles, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

Retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. Since these situations may feel concerning, especially…

At the Firm The CCMI team enjoyed a Spanish tapas lunch out of the office to celebrate the third quarter birthdays: Brian, Monica, Jessica, and…

As an RTX employee or tech professional, restricted stock units (RSUs) may be part of your executive compensation package. Understanding how to manage your RSUs…

This year, my book club read Strangers: A Memoir of Marriage by Belle Burden. Without spoiling the plot, let me say the book sparked a…

At the Firm Brian’s daughter Emma has been interning at CCMI and helping create video content to go along with various blog posts. Be on…

Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…

Are Biotech RSUs Better Than a Higher Salary?  As a new generation enters the workforce, in-demand fields such as biotech are competing for top talent….

Amid recent RTX workforce reductions, employees are facing the uncertainty of a potential layoff — a reality for many highly specialized professionals across similar industries….