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….

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,…

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…

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…

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…

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…

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…

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…

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,…

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…