Roth Strategies for 2020

February 7, 2020

Since the Tax Payer Relief Act of 1997, Roth accounts have been a widely sought out account type for working individuals of all ages. As you may know, there are income limitations that can restrict one’s ability to contribute to…

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Spotlight: Matt Showley

January 31, 2020

What is a day in your CCMI life like? My day begins by helping my wife get our kids ready for school.  After I give my hugs to the little ones, I have a short commute and usually arrive…

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The SECURE Act – how might it affect me?

January 15, 2020

The SECURE Act stands for “Setting Every Community Up for Retirement Enhancement” and is the most significant change to retirement plan policy in over a decade. Here is a breakdown of some highlights of the SECURE Act, as well as…

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2020’s Dates to Remember

January 7, 2020

As we prepare for this new year and new decade, we wanted to summarize and share some important dates to remember. While we enjoy staying on top of all the changes coming our way, we know that remembering these dates…

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Tips to Reduce Holiday Stress

December 18, 2019

A late Thanksgiving seemed to accelerate us into the holiday season this year.  As we now find ourselves well into the holidays, it can lead to many of us feeling rushed or unprepared.  While the holidays can be a fun…

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Volatility: Market versus Investor

December 4, 2019

At Schwab’s recent IMPACT conference in November, there was a presentation about a concept called “investor volatility,” which is different than market volatility.  Here’s an example: If you look at the two stock charts below representing the iShares MSCI ACWI…

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Schwab’s IMPACT Conference Takeaways

November 21, 2019

Brian, Matt S., Matt R. and Kim all attended various sessions of the Schwab IMPACT conference held in San Diego in early November.  As a team we are committed to learning and continuing to grow, and we wanted to share…

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Health Savings Accounts (HSAs) – What do I need to know?

November 15, 2019

Dating back to the early 2000s, Health Savings Accounts (HSAs) have become a popular strategy for paying for medical expenses. HSAs are tax-advantaged medical savings accounts available to those enrolled in high-deductible health plans (HDHPs). With rising medical expenses as…

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Are You and Your Family Prepared?

October 16, 2019

We’ve recently seen news about intentional power outages in Northern California due to high winds creating a potential fire hazard. These Santa Ana winds often impact Southern California, so we wanted to remind you to be prepared. If you live…

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