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…

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…

“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,…

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…

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…

By Matt Ryan Congratulations! You have landed your first job! Now what do you do with that first paycheck? It may be the largest check…

With the holidays in sight, it is not likely that you are focusing on tax planning now. However, with the end of 2016 quickly approaching,…

  One of our favorite financial columnist’s, Jonathan Clements, writes often about having the right portfolio.  Below we have presented some of his main themes…