What Should Investors Make of Bitcoin Mania? Investors everywhere have seen Bitcoin in the headlines of most major media outlets recently. Here at CCMI we…

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.”  Over the years, it…

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short…

Joseph Coughlin, PhD, founder and director of the MIT AgeLab, formulated three very simple questions that you may ask yourself to determine if you (or…

  As the gift giving season draws near, here are some suggestions to avoid a spending hangover in early 2018. Start by establishing a gifting…

Time for parents and students to get started on their college application process.  The Free Application for Federal Student Aid (FAFSA) for the 2018-2019 academic…

On Tuesday, October 17th, the CCMI team hosted our “Gathering 4 Good” event at the Mission Valley Public Library. The CCMI team and CCMI clients…

Third Quarter 2017   In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings…

  Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your…

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you…