Popular Topic(s): Out and About
OUT & ABOUT – October 2023

At the Firm The CCMI team hosted a wonderful open house event for our local clients to welcome everyone to our new office. We also…

OUT & ABOUT September 2023

At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

OUT & ABOUT – APRIL 2023

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…

OUT & ABOUT – MARCH 2023

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…

OUT & ABOUT – JANUARY 2023

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…

Out & About – December 2022

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…

OUT & ABOUT – SEPTEMBER 2022

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

OUT & ABOUT – AUGUST 2022

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

Out & About – May 2022

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…

Out & About – March 2022

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…