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….

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…

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…

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…

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. …

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…

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…

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…

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…