At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

At the Firm The team completed rebalancing in the first week of the year as we looked to trim areas that had overgrown their target,…

At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…