At the Firm Brian attended Bob Veres’ Insider’s Forum in New Orleans to learn the latest trends in the wealth management industry. One of CCMI’s…

At the Firm The CCMI team threw a surprise baby shower for team member Joe and his wife Kendra, with their son Zo joining in…

At the Firm The CCMI team spent a day at the Scripps Seaside Forum for our annual business planning day. We talked through areas of…

At the Firm The CCMI team has been hard at work fine tuning their trading platform. Joe on the team has been working on customizations…

At the Firm The CCMI partners held their quarterly offsite meeting to review goals the team is working toward, plan the goals for the quarter,…

At the Firm The CCMI team is pleased to announce that Alana Hall is now a CFP® certificant! Alana passed the test a while ago…

At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…

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…

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…

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….