Investment Management Category
California Prop 19 Planning
17 Dec 2020 by: Matt Showley

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

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1031 Exchange Overview on 10/31
31 Oct 2020 by: Kim Benson

At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…

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The 2020 Election and Your Investment Portfolio

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

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Tech’s On Top: What History Tells Us About This Trend
6 Aug 2020 by: CCMI

You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

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1 Apr 2020 by: Brian Matter

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

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Negative Interest Rate… What’s that?!
23 Sep 2019 by: Matt Ryan

We often talk with clients who remember positive double-digit interest rates in the US in the early 1980’s, or even the middle single digit interest…

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Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But…

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Six Behavioral Traits that Can Influence Your Investments
5 Apr 2018 by: Kim Benson

Your success as an investor can be linked to your behavior as an investor. Success isn’t always based on picking the right stock, bond, region,…

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To Bit or Not to Bit
19 Jan 2018 by: Matt Ryan

What Should Investors Make of Bitcoin Mania? Investors everywhere have seen Bitcoin in the headlines of most major media outlets recently. Here at CCMI we…

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Quit Monkeying Around!
19 Oct 2017 by: Matt Showley

Third Quarter 2017   In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings…

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