The Exit Planning Institute recently published its 2025 State of Owner Readiness Report,1 which assesses how exit planning varies across different generations. We’ve worked extensively…

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…

At the Firm Brian attended a PIMCO Municipal Bond Due Diligence meeting at its local office in San Diego to understand PIMCO’s current view on…

Throughout your career, you build up your retirement savings to enjoy a comfortable second act that allows you to pursue more passions, travel, and spend…

When working with RTX (Raytheon Technologies) employees, we often walk them through an annual review of their RTX Savings Plan, the company’s 401(k) plan, and…

At the Firm The CCMI team spent a day at the Scripps Seaside Forum for our annual business planning day. We talked through areas of…

As a business owner in San Diego, you’ve spent most of your career focused on growing your company and may have delayed planning your exit…

How Will the “One Big Beautiful Bill” Affect Retirement Planning and Business Owners? Key Takeaways: The recently passed tax and spending bill, the “One Big…

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…

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…