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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…

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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…

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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…

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Out & About – September 2021
29 Sep 2021 by: CCMI

At the Firm Matt Showley attended several virtual events this month. Matt attended one as a member of the Scripps Health Foundation Gift Planning Advisory…

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Value Acceleration in Your Business – The Triggering Event
27 Aug 2021 by: Brian Matter

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…

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Planning to Fill Out the FAFSA? 5 Recent Changes to Know
26 Aug 2021 by: Sheila Hoopes

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

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Out & About – July 2021
29 Jul 2021 by: CCMI

At the Firm July has been a busy month in the CCMI office, as many clients have elected to come by for in-person meetings. Our…

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Out & About – June 2021
29 Jun 2021 by: CCMI

At the Firm The CCMI team has been busy preparing for the reopening of our office to clients. As rules allow and as our building…

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Out & About – August 2020
31 Aug 2020 by: CCMI

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

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Tales of Good News – June 2020
30 Jun 2020 by: CCMI

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month….

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