Time for parents and students to get started on their college application process.  The Free Application for Federal Student Aid (FAFSA) for the 2018-2019 academic…

On Tuesday, October 17th, the CCMI team hosted our “Gathering 4 Good” event at the Mission Valley Public Library. The CCMI team and CCMI clients…

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…

  Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your…

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you…

While most W-2 employees are not focused on taxes in the fall, we think they should be.  If you aren’t withholding enough taxes from your…

Emotions run high when markets are low. As an investor in the market, it is important to remind yourself that there will be times of…

“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,…

  If you have company stock in your 401(k) plan, you should be aware of a potentially valuable tax strategy that could greatly reduce your…

Alan Lakein said, “Failing to plan, means planning to fail.” This quote can be especially true when referring to business succession planning.  While CCMI has…