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…

One of the most challenging parts of managing a portfolio is to avoid getting caught up with the day-to-day and month-to-month swings of global stock and…

A family friend had recently retired and finally had his dream home – on a golf course.  This was the kind of course where he…

Steve Forbes once said, “You make more money selling advice than following it.  It’s one of the things we can count on in the magazine business…