divider
Money Matters
divider
Out & About – December 2021
29 Dec 2021 by: CCMI

At the Firm The CCMI team had a busy end of the year! Between charitable contributions, Roth conversions, navigating taxable distributions from mutual funds, and…

Read More >
Inflation and Retirement Planning
29 Dec 2021 by: Matt Showley
, ,

Recent data shows that inflation is now at its highest level in 39 years, with the 12-month inflation reading now at 6.8% as of November…

Read More >
Is a Traditional or Roth 401(k) Right for You?
22 Dec 2021 by: Matt Ryan
, ,

Whether you have just started saving for retirement, have changed jobs and want to switch up your retirement options, or are exploring new tax-efficient investment…

Read More >
Our Commitment in Action: Giving Tuesday and Year-Round

Our Commitment in Action: Giving Tuesday and Year-Round Strengthening our team and community is one of our firm’s core values. We demonstrate that by encouraging…

Read More >
Out & About – November 2021
24 Nov 2021 by: CCMI

At the Firm The CCMI team has been hard at work providing documents for our annual custody audit. For those accounts where we connect to…

Read More >
What to do When You Receive an Inheritance
23 Nov 2021 by: Kim Benson
, ,

As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

Read More >
Accelerating Value—5 Stages of Value Maturity and Value Maturity Index

How Valuable is Your Business?  As a San Diego business owner, your business is often the most valuable asset in your net worth. Just as…

Read More >
Financial Tips for the Great Resignation

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…

Read More >
Out & About – October 2021
28 Oct 2021 by: CCMI

At the Firm The CCMI team was busy rebalancing portfolios and preparing quarterly investment reports this month. For rebalancing, the team has the processes fairly…

Read More >
San Diego Business Owners—Are You Prepared for the 5 Ds?
28 Oct 2021 by: Brian Matter
, ,

According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

Read More >