At the Firm…

With a historically unusual month in the markets and the impact of the coronavirus on all of our lives, March 2020 will be a month we all remember personally and professionally forever.  We want to thank our clients for remaining calm and for keeping the lines of communication open with our team.  We continue to be here for clients for whatever they need, even if just for a reassuring voice.  We look forward to returning to a more normal environment!

Due to the threat of the coronavirus and the “stay at home” order issued by the California Governor, the CCMI team started to work remotely the week of March 23 (and some of the team started the previous week).  The transition went seamlessly as we were well prepared with having tested out our business continuity capabilities during the office remodel in 2019.  Little did we know we would be enacting part of the business continuity plan 12 months later due to a worldwide pandemic!

The CCMI team was excited to receive our newly ordered CCMI gear.  Each team member had a budget and was able to pick items of clothing up to the budget with the CCMI logo added to it.  We look forward to wearing it proudly around town!

Matt Showley hosted a team at Junior Achievement’s Stock Market Challenge. The event featured two months of actual stock market data that was simulated in just two hours and teams competed by picking stocks to create the best overall portfolio.  The event raised money for JA’s high school programs that teach students about investment principals and the stock market.  We had a great time and look forward to hosting a team again next year!

Brian’s final Rotary meeting before the coronavirus shut down had a guest speaker who was an infectious disease doctor who happened to be scheduled four months in advance.  The focus was rightly on the coronavirus, what to expect, and how it would progress.  It was the first meeting where the speaker was asked to stay long after his presentation to answer the audience’s many questions!

Matt Ryan continues to meet with his study group from the Financial Planning Association. Matt and a group of his peers meet regularly to discuss industry topics and trends while also sharing ideas and strategies to help better serve clients across the industry here in San Diego.

Kim continues to participate in her monthly Women in Business board meetings and this month’s speaker talked about her experience dealing with a 91% genetic risk of succumbing to Alzheimer’s disease which was very interesting.

Kim also continues to help clients obtain their tax documents as it relates to their portfolio and any charitable contributions.  While the tax deadline was extended due to COVID-19, we wanted to make sure that CPAs had all the needed tax documents in time for the original filing date.

On the Home Front…

In early March, Matt Ryan attended yet another wedding. This wedding was for one of his wife’s family friends. This wedding was held at his wife’s parent’s home in Fallbrook. It was a beautiful venue and evening. The home is next to a pond so towards the end of the night, the frogs started calling to each other and made for an interesting backdrop to the music playing on the outdoor dance floor.

Katie and Ben spent the first half of the month coaching lacrosse nightly.  Katie’s team was performing quite well, starting the season off 3-1 which included a big win against Francis Parker.  Right as the season was put on hold, they were the highest ranked team in the Grossmont League. All teams are hoping that CIF allows the season to resume in April, though it seems highly unlikely.  Katie and Ben also celebrated a friend’s birthday on a yacht. Cruising the bay with close friends was an excellent way to end their social events and begin their social distancing.

Matt Showley and his family were packed and ready to go on their annual Hawaiian vacation for spring break but decided to cancel at the last minute due to the coronavirus.  They have rescheduled their trip for July.  The kids were out of school for nearly all of March, so they’ve been focusing on daily activities, reading, exploring our neighborhood and “helping” Dad as he works from home for a few weeks.

Brian got to coach his first baseball game of the year in early March before the season was shut down due to the coronavirus.  Hopefully they get at least one more game in to make it more than a one-game season!  The Matter family has been adjusting to life with everyone at home.  The kids have their daily schedule to study, create, and exercise.  They have also enjoyed a few hikes (including in the rain) while successfully social distancing.

Kim and Tyler went to South Lake Tahoe with some friends in early March.  Kim and her longtime friend Tracy, who flew in from Washington DC, skied every day they were there!  On one of the days, the non-skiers took a gondola up the mountain and met up with Kim and Tracy for lunch and participated in some of the activities on the mountain including tubing and an artic coaster!

Monica’s husband celebrated his birthday on St. Patrick’s Day by staying at home and ordering dinner to go. The Larson home is busy with Monica, Mike and Alex all working from home while Cole attends his SDSU classes online. The dogs are excited to have everyone home all day! Mike and Monica try to take bike rides or walks in the evenings using social distancing, to get exercise and fresh air.

Sheila, John and Anastasia traveled to Los Angeles for John’s grandmother’s funeral in early March. They spent a lovely night before in a rented house with John’s parents and brother. The family is so appreciative that they got the chance to say goodbye and celebrate her life and 97-year-old legacy, and over 60 people attended the funeral and reception! For Sheila’s birthday later in the month, Sheila, John and Anastasia drove to Palomar mountain to their neighbor’s property where they hiked and practiced social distancing. Anastasia definitely misses school, but she has been sending and receiving messages to her friends through the Marco Polo app, so they are all learning about new technology during this time!

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