divider
CCMI Team Category
divider
Out & About February 2025
24 Feb 2025 by: CCMI

At the Firm CCMI hosted a webinar with Michael Townsend where we got a Washington insider’s perspective on what changes are taking place with the…

Read More >
Out & About January 2025
30 Jan 2025 by: CCMI

At the Firm The CCMI team has been busy to start the new year. Along with the typical rebalancing and quarterly report activities, we have…

Read More >
Staying Steady and Looking Ahead to 2025
30 Dec 2024 by: CCMI

With market, economic, and political concerns like those experienced in 2024, it’s common for investors to let emotions guide their portfolio and financial planning decisions….

Read More >
Out & About December 2024
30 Dec 2024 by: CCMI

At the Firm Brian‘s Rotary Club adopted an orphanage in Tijuana to provide gifts over the Christmas holiday.  The CCMI team adopted five of the…

Read More >
Out & About November 2024
27 Nov 2024 by: CCMI

At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…

Read More >
Out & About October 2024
29 Oct 2024 by: CCMI

At the Firm The CCMI Team was excited to be named the winner of the 2024 Torch Awards for Ethics by the Better Business Bureau…

Read More >
Out and About July 2024
24 Jul 2024 by: CCMI

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …

Read More >
OUT & ABOUT – APRIL 2024
25 Apr 2024 by: CCMI

At the Firm The CCMI team was busy in early April rebalancing client portfolios and preparing quarterly reports.  The rebalancing process generally involves all four…

Read More >
OUT & ABOUT – MARCH 2024
27 Mar 2024 by: CCMI

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…

Read More >
OUT & ABOUT – February 2024
29 Feb 2024 by: CCMI

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

Read More >