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Money Matters
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Out & About June 2025
27 Jun 2025 by: CCMI

At the Firm The CCMI team has been hard at work fine tuning their trading platform. Joe on the team has been working on customizations…

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CCMI Earns Back-to-Back Recognition on List of Top RIAs from Worth Magazine

We’re proud to announce that CCMI has been named among the nation’s top registered investment advisors (RIAs) by Worth magazine on its 2025 Worth Leading…

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When’s the Right Time for a Roth Conversion?
26 Jun 2025 by: Brian Matter
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Key Takeaways   A Roth conversion can help you grow savings tax-free and provide tax-free qualified withdrawals in retirement but timing a conversion is critical. There…

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Retirement Planning for Couples in San Diego
26 Jun 2025 by: Matt Showley

In addition to high housing and healthcare costs, shared income needs, inflation protection, and short- and long-term medical care should be considered by couples retiring…

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Post-Tax Season Check-in for RTX (Raytheon) Employees
30 May 2025 by: Kim Benson
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Tax season may be behind us but it’s not time to file away your documents yet. Before those papers start collecting dust, remember this time…

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Out and About May 2025
30 May 2025 by: CCMI

At the Firm The CCMI partners held their quarterly offsite meeting to review goals the team is working toward, plan the goals for the quarter,…

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CCMI Named to the San Diego Business Journal Top Wealth Management Firms List for 2025
29 May 2025 by: Brian Matter
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We’re excited to share that the San Diego Business Journal has named CCMI to its Top Wealth Management Firms List for 2025. Using firm submissions,…

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Investment Planning for Professionals Under 40
23 May 2025 by: Matt Showley
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If you’re an early or mid-career professional under 40, now is the time to begin or solidify your investment planning based on your short- and…

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Year-Round Tax Planning: From Working Years through Retirement
30 Apr 2025 by: Matt Showley
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As you are planning for retirement and in those first years in retirement, several key factors must be considered, including where you’ll retire, how to…

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Investment Planning in Market Volatility
29 Apr 2025 by: Brian Matter

President Trump recently introduced new tariffs on nearly all major trading partners. The administration reasoned that the tariffs will help offset trading imbalances and encourage…

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