Key Insights: The standard recommended emergency fund can cover at least three to six months’ worth of living expenses to address unplanned situations, such as…

Key Takeaways: Without a clear compensation strategy, business owners may put their business and personal finances at risk. Instead, entrepreneurs should pay themselves using a…

Imagine this: you’ve just received a raise at work. Or, perhaps you’ve finally eliminated a high-interest debt payment. Extra cash flow doesn’t just provide financial…

As a business owner in San Diego, you’ve spent most of your career focused on growing your company and may have delayed planning your exit…

We’re proud to announce that CCMI has been named among the nation’s top registered investment advisors (RIAs) by Worth magazine on its 2025 Worth Leading…

With 2025 underway, we want to help you stay organized by sharing key dates to remember this year. We understand there is a lot to…

With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…