As April is National Financial Literacy month, let’s look at how much we have learned since the Great Recession.  A recent survey completed by Wallethub.com…

by Bob Eddy, CFP ® For more than 42 years, Bob Eddy has assisted CCMI clients with a variety of their financial planning and investment…

by Peg Eddy, CFP ® Having been a CFP practitioner since 1983 and now on the cusp of my retirement, a look back on my…

For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…

  By Katie Williford As the water continues to flow, the anxiety and stress are building and you’ve probably said a few things that you…

Investor behavior is one of the key factors in determining the long-term success of a portfolio. A recent Vanguard study found that proper investor behavior…

  There has been an increase in tax scams from fraudsters claiming to be IRS employees attempting to either obtain personal information or solicit money…

As the problem of cyber fraud is becoming more prevalent, cybersecurity is a constant concern for all of us. Keeping personal financial information confidential is…

What’s important about money? One of the toughest aspects of embarking on the financial planning process is recognizing how your personal style, money mindset, and…

Having the “money talk” with your teenager about college costs can be daunting. It’s easier if you have been educating your child about money matters…