Can’t Buy Me Love (or Happiness)?

February 14, 2018

We all know that money can’t buy love, right? But . . . can money buy happiness? A study by University of Michigan economists Betsey Stevenson and Justin Wolfers, examining data from more than 150 countries using World Bank data,…

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What To Do With Concentrated Stock in Your Portfolio?

February 8, 2018

When stock markets rumble, many investors rely on the benefits of diversification to help reduce volatility in their portfolio.  But what about those investors who own a high concentration of a single stock?  Employees of large tech or biotech companies…

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To Bit or Not to Bit

January 19, 2018

What Should Investors Make of Bitcoin Mania? Investors everywhere have seen Bitcoin in the headlines of most major media outlets recently. Here at CCMI we have been getting questions about the digital currency and wanted to share this informative article

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Who Needs Financial Planning?

January 8, 2018

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.”  Over the years, it has been our experience that no one wakes up thinking, “I just have to do…

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Financial Fitness Resolutions for 2018

December 28, 2017

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short and long-term financial objectives, such as saving for a new house, putting more aside for…

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FAFSA application: Take Action Now!

November 8, 2017

Financial Aid Time for parents and students to get started on their college application process.  The Free Application for Federal Student Aid (FAFSA) for the 2018-2019 academic year is available to complete and submit as of October 1, 2017.  All college-bound students…

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CCMI’s “Gathering 4 Good”

October 25, 2017

On Tuesday, October 17th, the CCMI team hosted our “Gathering 4 Good” event at the Mission Valley Public Library. The CCMI team and CCMI clients had a great time participating in hands-on projects to benefit these four non-profit…

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Quit Monkeying Around!

October 19, 2017

Third Quarter 2017 In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market…

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