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Money Matters
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Out & About – May 2021
28 May 2021 by: CCMI

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

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Business Sale and the Need for a Three-Legged Stool
28 May 2021 by: Brian Matter

“Am I ready to sell my business?”   The Exit Planning Institute’s State of Owner Readiness Survey shows most business owners will not be ready and…

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Decision-Making in a Time of Uncertainty
27 May 2021 by: Kim Benson
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May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

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Global Market Analysis with Charles Schwab’s Jeffrey Kleintop

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…

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National Small Business Week: CalSavers Registration Reminder

May 2 kicked off National Small Business Week, which celebrates the role small businesses and entrepreneurs have in building our country’s economy. According to the…

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Out & About – April 2021
29 Apr 2021 by: CCMI

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…

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Business Owners’ False Dilemma – Value Versus Income
28 Apr 2021 by: Brian Matter
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A false dilemma is a fallacy based on an “either-or” type of argument. Two choices are presented (when many more likely exist) and the claim…

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Budgeting for Baby: Financial Planning Steps for Your Newest Addition
27 Apr 2021 by: Matt Ryan
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Welcoming a new baby is an exciting chapter filled with memorable firsts and sleepless but fulfilling nights. Preparation is invaluable in making the time with…

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Estate Planning in Light of COVID-19
22 Apr 2021 by: Kim Benson

One of our jobs as CERTIFIED FINANCIAL PLANNER™ professionals is to tie up loose ends for our clients. We like to help clients plan ahead,…

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Out & About – March 2021
30 Mar 2021 by: CCMI

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

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