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Top Questions to Ask When Your Financial Firm Is Bought Out

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…

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5 Changes High-Income Earners Can Expect Within the New SECURE Act 2.0

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

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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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