Investment Management Category
5 Ways Financial Planning is Spring Training for Young Professionals

Spring training is an exciting time for baseball fans, and it also serves as an excellent metaphor for financial planning, especially for high-income-earning young professionals….

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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: CCMI

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: CCMI

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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