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…

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…

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…

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…

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…

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,…

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…

All business owners will eventually exit their business by selling to the highest bidder, closing down through a liquidation, passing to a successor, or, unfortunately,…

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…