We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start?…

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are…

For the fourth consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego, California” by Advisory HQ News Media…

We all know that money can’t buy love, right? But . . . can money buy happiness? A study by University of Michigan economists Betsey…

When stock markets rumble, many investors rely on the benefits of diversification to help reduce volatility in their portfolio.  But what about those investors who…

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…

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.”  Over the years, it…

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short…

Joseph Coughlin, PhD, founder and director of the MIT AgeLab, formulated three very simple questions that you may ask yourself to determine if you (or…

  As the gift giving season draws near, here are some suggestions to avoid a spending hangover in early 2018. Start by establishing a gifting…