Creative Capital Management Investments - CCMI

Creative Capital Management Investments - CCMI Creative Capital Management Investments LLC (CCMI) is a fee-only advisory firm based in San Diego

There’s still time to join our upcoming webinar!Many investors have questions about what inflation, interest rates, and ...
07/10/2026

There’s still time to join our upcoming webinar!

Many investors have questions about what inflation, interest rates, and global events could mean for their financial futures.

Our discussion with Kevin Gordon, Schwab’s head of macro research and strategy, is designed to help you take a step back and cut through the noise.

Looking for some clarity in uncertain conditions? Register today to stay informed:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

With Trump Accounts launching on July 4, your family may consider how they could fit into your overall financial plan.It...
07/07/2026

With Trump Accounts launching on July 4, your family may consider how they could fit into your overall financial plan.

It may be valuable to children eligible for the federal seed contribution of $1,000. But do additional contributions make sense, considering taxes, withdrawal restrictions, and contribution limits?

Visit our blog for an in-depth explanation of the new savings vehicle and what to consider in your planning:

https://myccmi.com/2026/06/what-are-trump-accounts-a-financial-planning-guide-to-the-new-530a-child-savings-accounts

We’re excited to host our upcoming webinar with Kevin Gordon, Schwab’s head of macro research and strategy, later this m...
07/01/2026

We’re excited to host our upcoming webinar with Kevin Gordon, Schwab’s head of macro research and strategy, later this month — have you saved your seat?

There’s still plenty of time to register for a timely, research-driven conversation on what’s happening in the markets, what may deserve your attention long term, and how to navigate uncertainty without derailing your overall plan.

Reserve your spot today:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

Deferred compensation is a valuable retirement benefit offered to certain RTX employees and executives.Beyond taxes, def...
06/26/2026

Deferred compensation is a valuable retirement benefit offered to certain RTX employees and executives.

Beyond taxes, deferred compensation decisions can also affect your retirement income, Medicare premiums, concentration risk, and more. Plus, election decisions are often difficult to reverse, making thoughtful planning and elections critical.

With the election window for 2027 open in June, explore these key planning considerations to maximize your benefit. Swipe through to get started, and visit our blog for an in-depth breakdown.

https://myccmi.com/2026/06/rtx-deferred-compensation-5-key-planning-decisions-for-rtx-executives-and-senior-directors

Have you signed up for our upcoming webinar?There seems to be a different headline or market reaction every day, making ...
06/23/2026

Have you signed up for our upcoming webinar?

There seems to be a different headline or market reaction every day, making it difficult to know where to direct your attention.

Kevin Gordon, Schwab’s head of macro research and strategy, is joining us to offer valuable perspectives and address the top questions and concerns he’s heard from investors.

With a quickly changing landscape, you won’t want to miss this one:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA


06/18/2026

The election period for RTX 2027 deferred compensation is June 2026. Are you ready?

Hear from Kim Benson, our in-house go-to for all things RTX, as she walks through what to evaluate and the long-term implications of this powerful retirement benefit.

Elections aren’t easily changed, so thoughtful planning is critical. If you’re making decisions by default or avoiding them altogether, visit our blog to explore a more strategic approach:

https://myccmi.com/2026/06/rtx-deferred-compensation-5-key-planning-decisions-for-rtx-executives-and-senior-directors

Trying to make sense of the markets? Wondering if you should make changes or ride things out? Sometimes, gaining an info...
06/17/2026

Trying to make sense of the markets? Wondering if you should make changes or ride things out? Sometimes, gaining an informed perspective is just as valuable as taking action.

That’s why we’re hosting a webinar with Kevin Gordon, Schwab’s head of macro research and strategy, to address market trends, economic conditions, and other factors shaping your portfolio.

Register today to reserve your seat:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

Amid headline whiplash and market volatility, an informed perspective is critical when managing your portfolio.In our up...
06/09/2026

Amid headline whiplash and market volatility, an informed perspective is critical when managing your portfolio.

In our upcoming webinar, Kevin Gordon, Schwab’s head of macro research and strategy, will share timely insights on the economy, markets, and what investors should keep an eye on in the current environment.

Save your seat today to hear research-backed perspectives from one of Schwab’s leading strategists:

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

Address

San Diego, CA

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+16192983993

Website

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