When making investment decisions, you may evaluate a myriad of factors, including your cash flow, allocation targets, and tax trade-offs. What can sometimes be overlooked…

Key Takeaways: While insurance is a valuable financial tool in protecting a business owner’s enterprise value and personal assets, nearly one-third of owners do not…

At the Firm The CCMI team enjoyed participating in a team workout at Fitness Quest 10 in Scripps Ranch to kick off our internal Team…

Key Takeaways: Dexcom is a medical device company that issues restricted stock units (RSUs) to its employees, with vesting over three years and quarterly and…

At the Firm CCMI’s charity of the year is Monarch Schools, which supports K–12 students who do not have permanent housing. The CCMI team (pictured)…

Imagine this: you’ve just received a raise at work. Or, perhaps you’ve finally eliminated a high-interest debt payment. Extra cash flow doesn’t just provide financial…

Key Takeaways: Common among biotech professionals, RSUs are a form of equity compensation that represents actual shares of a company’s stock.  Before vesting, your company…

Brian participated in interviews for LEAD San Diego’s IMPACT program, of which Brian, Matt, Kim, and Tina are all graduates. He was on a committee…

If you’re a high-earning RTX executive, you may have company benefits and equity compensation that add a layer of complexity to your finances. Knowing how…

The One Big Beautiful Bill Act (OBBBA) introduced several permanent and temporary provisions that may impact retirement planning in the next few years. While there…