What to Keep/What to Toss

April 19, 2018

Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably invades and builds up in your home office and file cabinets. Spring is a great time…

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CCMI’s Cyber Security Breakfast Takeaways

March 27, 2018

On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security expert with extensive experience, shared strategies for keeping personal information safe and secure in an ever-changing…

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Where Do I Start? How to Begin Your Financial Journey

March 16, 2018

We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start? You may have questions about buying your first home, paying down student debt, saving for…

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Beware of these latest tax scams!

March 8, 2018

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are occurring in U.S. In general, there has been an increase in tax scams from fraudsters…

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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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