It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life….

For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

If you’ve ever fantasized about quitting your job and starting a business, you’re certainly not alone. But it’s definitely not something to do on a whim….

What follows is a short list for business owners to reference to develop and maintain their financial fitness. Usually, interest in an enterprise is a…

We often find that the old saying “No one plans to fail, but many fail to plan” is most applicable to business owners regarding their…

The massive number of column inches dedicated to business succession planning focus on the legal, tax and business aspects of this lengthy process, which is…

Entrepreneurs are risk takers.  We’ve found that entrepreneurs tend to accumulate the most wealth, but many of them also have some of the biggest capital…

The final season of six years of Downton Abbey came to a close on March 6. This dramatic series introduced viewers to the upstairs and…

“We hired a private plane in the wee hours of the night to ship a medical device from California to Texas!  This extraordinary cost was…