At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

Whether you’ve received a raise at work, eliminated a monthly payment, or generated a new stream of income, a common financial planning question is how…

At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support.  You can read more about which charities…

We always have something to be grateful for, even during what has been a noteworthy 2020, to say the least. While it was out of…

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…