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…

At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…