At the Firm  The team has been busy with quarterly activities, including rebalancing and putting together quarterly investment reports. This is the first run of…

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

At the Firm  The team has been working hard getting two regulatory requirements—our new client brochure and Form CRS—completed, posted on our website, and sent…

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….

At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

More employers, such as start-ups and tech companies in San Diego, are offering equity options within their compensation plans to align employee and employer interests,…

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…