Money Matters
Avoiding Cyber Attacks
14 Jan 2016 by: jhurley

As cybercriminals become increasingly savvy, individuals need to be equally vigilant to prevent becoming a victim of cyber crime. The piece below from Freedman Financial…

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Smart Year-End Planning
9 Dec 2015 by: jhurley

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…

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This is the Time of Sharing – Research before Donating
12 Nov 2015 by: jhurley

Recently, bogus pleas from so-called individual “victims” on social media and crowdfunding sites like GoFundMe have increased, as well as predators looking to take advantage…

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Yikes, Disaster Strikes! How Prepared are you?
29 Oct 2015 by: jhurley

Living in San Diego County, we know that fire season is year round now, not just in November, and that our area is subject to…

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Guidance from Warren Buffett
5 Oct 2015 by: jhurley

We are sending along this column as we admire Warren Buffett for his investment skills and some of his common sense advice. Enjoy! BY DREW HENDRICKS…

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Forty Random Acts of Kindness Mark 40 Years in Business for CCMI
2 Oct 2015 by: jhurley

This year is the fortieth year that Peg and Bob Eddy have provided financial advice to their clients. To celebrate this achievement, the CCMI team…

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The Wedding is Over … Now What?
3 Sep 2015 by: jhurley

Wedding vows mean different things to different people, but the legal and financial outcomes are the same. Inheritance of property, ability to make medical decisions,…

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What To Do In The Event Of A Data Breach
1 Jul 2015 by: jhurley

We thought we would share a piece written by financial writer, Miriam Rozen on what do in case of a data breach. Karen Schaeffer’s clients were…

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Nine Pointers for a Successful Retirement
22 Jun 2015 by: jhurley

Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years after…

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Positive Report on DFA Funds
11 Jun 2015 by: jhurley

Morningstar, Inc., a leading provider of independent investment research and analysis, regularly reviews mutual funds companies as well as other investment options. Their June 9…

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