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Investment Management Category
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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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The CARES Act
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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Is it an International, Emerging or Frontier Market?
28 Aug 2017 by: Brian Matter

“To boldly go where no man has gone before.” While Star Trek’s Captain Kirk may or may not have been a savvy investor, each week,…

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CCMI Named One of the Top Ten Wealth Managers in San Diego
22 Mar 2017 by: jhurley

For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…

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Meet the Firm’s Successors
25 Jan 2017 by: jhurley

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

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