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Money Matters
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OUT & ABOUT – February 2024
29 Feb 2024 by: CCMI

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

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Why the 5 Years Before Retirement Are Critical
29 Feb 2024 by: Matt Showley
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If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…

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How to Help When Someone Asks “How Do I Change Financial Advisors?”

When considering changing financial advisors, several factors come into play. You may know someone contemplating this transition, whether prompted by a firm acquisition, shifts in…

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OUT & ABOUT– January 2024
25 Jan 2024 by: CCMI

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

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Top Questions to Ask When Your Financial Firm Is Bought Out

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…

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OUT & ABOUT – December 2023
27 Dec 2023 by: CCMI

At the Firm The CCMI team enjoyed a Holiday Dinner at Callie at the end of November.  The food was delicious and the team enjoyed…

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How San Diego Business Owners Can Navigate Taxes and Exit Planning Before Retirement
30 Nov 2023 by: Brian Matter

From day one, business owners should begin planning their exit from their companies, which may be surprising or sound premature for new entrepreneurs. Over the…

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Ultra High Net Worth Tax Planning Strategies to Manage Restricted Stock Units

Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option not only in large corporations and publicly traded companies…

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OUT & ABOUT– November 2023
24 Nov 2023 by: CCMI

At the Firm CCMI was pleased to host LEAD San Diego at the office to interview various non-profits that were in contention to partner with…

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OUT & ABOUT – October 2023
25 Oct 2023 by: CCMI

At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…

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