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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Negative Interest Rate… What’s that?!

September 23, 2019

We often talk with clients who remember positive double-digit interest rates in the US in the early 1980’s, or even the middle single digit interest rates of the 1990’s or 2000’s. How times have changed! Not only are interest rates…

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A Retirement Interview from CCMI’s Founders

September 12, 2019

The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1, 2017, after owning CCMI for forty-two years: What did you think “retirement” would be like?

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Do You Really Need a Financial Planner?

August 26, 2019

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We believe that financial planning is something that can benefit everyone no matter their wealth status.…

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College Planning for the Student

August 19, 2019

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of Mom and Dad’s house can be liberating but also a bit unnerving as you have…

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