Medicare & COVID-19

April 9, 2020

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare for the possibility that large segments of the population may have to endure the physical…

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April 1, 2020

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the coronavirus. Included in this surge of information was the recent Coronavirus Aid, Relief, and Economic…

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Six Behavioral Traits that Can Influence Your Investments

March 23, 2020

Successful investing isn’t always based on picking the right stock, bond, region, sector, or strategy. More often, successful investing is linked directly to your behavior as an investor. Being aware of the behavioral influences on your decision-making process can make…

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Spotlight: Monica Larson

March 19, 2020

This week, our spotlight series continues with Monica Larson, who celebrated her 10 year work anniversary with CCMI last week! What is a day in your CCMI life like? I usually arrive at work by 7:30 a.m. The first thing…

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Coronavirus and Market Declines

March 5, 2020

The world is watching with concern on the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond. The…

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Spotlight: Brian Matter

February 27, 2020

Continuing our Spotlight Series, today we are sharing about Brian Matter. What is a day in your CCMI life like? Every day is different.  Most days I wake up sometime between 5 and 5:30 a.m. to start my day.  Some…

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Millennial Tax Problems

February 25, 2020

Completing your tax return can be tough and may feel like getting caught in a tax tornado of deadlines, deductions, credits, withholdings, income, and schedules. So, what does a millennial need to know going into tax season to avoid getting…

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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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