At the firm…

Matt Showley, Matt Ryan and Kim attended a combined event with the CFA Society and the Financial Planning Association of San Diego, where they heard Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop and Blackrock’s Director of Investment Strategy, Mark Peterson speak on topics impacting the markets.

Brian attended the Schwab IMPACT conference in Washington DC.  The speakers included former Fed Chairman Janet Yellen, former White House Chiefs of Staff Andrew Card and Denis McDonough, along with Chief Investment Strategist Liz Ann Sonders.

Brian, Matt, and Kim attended Encore Partners’ Evening of Excellence which was a networking event hosted by a local CPA firm.  Brian previously worked with the founders of Encore Partners during his time at Ernst & Young.

Matt Ryan took a trip to the Financial Planning Association’s national conference in Chicago in early October. Sessions he attended included: the future of health care costs, financial technology tools for advisors, behavioral finance, tax efficient withdrawal strategies for high income taxpayers, and decision making for investors. Matt went to college in Illinois, so it was nice for him to be back in the Windy City, especially because the weather hadn’t cooled off too much.

Matt Showley attended his advisor study group in Irvine where he participated in a roundtable about the challenges and opportunities in the advisor industry as well as ways to continue implementing new technology and improving client experiences.

Matt Showley and his wife Alex were invited as guests to attend the Miracle Babies Foundation gala at the Rancho Valencia Resort & Spa.  The event raised over $500,000 to support families with newborns in the NICU whose lives come to a halt with a new baby who needs extreme medical care.

Kim invited CCMI’s Co-Founder Peg Eggy to her Women In Business (WIB) culinary event where they enjoyed a Tuscan meal with fellow WIB members.  Peg was one of the first members of the San Diego chapter of Women in Business, which formed in the late 1970’s, and she introduced Kim to the organization in 2016.  Kim continues to take an active role in the organization and has served on the board for the past 2 years.

Kim attended her monthly meeting with LEAD San Diego.  This month’s theme was “Arts and Culture” and they spent the day at Balboa Park.  The most interesting part of the day was a presentation given by Dr. Merryl Goldberg about the impact that the arts have on children’s education and learning abilities.

Kim also attended a luncheon sponsored by Dimensional Fund Advisors where she learned about systematic drivers for investment returns and learned more about investing in emerging markets.

On the home front…

Brian and Nikki enjoyed a weekend in Washington DC ahead of the Schwab IMPACT conference.  While the weather was a bit wet, they still enjoyed taking in the history of our nation’s capital by visiting the National Mall and many of the local museums.

Matt Showley and his wife Alex spent a long weekend away in the bay area spending two nights in San Francisco and two nights in the Napa Valley.  They enjoyed great food, great wine, and early morning walks along the Napa River.  They also got to try their new wine-suitcase for the first time by bringing home a number of their favorite wines from the trip.

Matt Ryan spent one weekend working on a very fun project for his house with the help of a couple friends. His fiancé’s idea was to cover the wall in the living room with reclaimed wood for a “rustic” look. They were trying to replicate a few ideas they found on Pinterest and the result turned out great. Matt mounted his TV on the wall and backlit the TV with LED lights which adds to the movie experience. The wall is not very large, but the project still took about 2 and ½ days to complete. Overall, Matt is glad that project is done but there are other renovations still to come.

Monica and Mike attended SDSU’s homecoming game and enjoyed cheering the Aztecs to a win. The Larson family spent a beautiful cool Sunday morning walking a five-mile loop around Balboa Park, Hillcrest, North Park and Banker’s Hill that features 7 local bridges. Monica’s favorite was the Spruce Street suspension bridge built in 1912. And of course, Monica helped the team with their group Halloween costume!

Kim and Tyler had a busy month filled with many activities. They attended the annual Harvest for Hope to help raise money for the Emilio Nares Foundation.  In early October, they celebrated their 6th year wedding anniversary with a night on the town.  Mid-month, a good friend from the east coast stayed with them for a long weekend.  And lastly, at the end of the month, they attended a Bryant University brunch (Kim’s alma mater), hosted at a home in La Jolla where they met parents and alumni of Bryant.

Katie and Ben had a very relaxing October. They went to a wine and paint night with Katie’s mom in downtown La Mesa and they also went to Disneyland to see all of the Halloween decorations. After their adventure in Disneyland, they drove up to Pasadena to see one of their favorite authors, who was hosting an Q&A event for her new book release. They also tried to get tickets for Comic Con during returning registration but had no luck. They are hoping to get lucky during open registration.

Home | Services | About Us | Client Center | Contact Us

8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976