At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…
“Am I ready to sell my business?” The Exit Planning Institute’s State of Owner Readiness Survey shows most business owners will not be ready and…
May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…
In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…
May 2 kicked off National Small Business Week, which celebrates the role small businesses and entrepreneurs have in building our country’s economy. According to the…
At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…
A false dilemma is a fallacy based on an “either-or” type of argument. Two choices are presented (when many more likely exist) and the claim…
Welcoming a new baby is an exciting chapter filled with memorable firsts and sleepless but fulfilling nights. Preparation is invaluable in making the time with…
One of our jobs as CERTIFIED FINANCIAL PLANNER™ professionals is to tie up loose ends for our clients. We like to help clients plan ahead,…
At the Firm Brian attended the Schwab Advantage one-day conference virtually in March. He was able to learn about Schwab’s latest updates and gain knowledge…
