CCM’S Callie Geist Invited Into Premier Leadership Program
February 20, 2023
Senior Integrated Wealth Advisor Callie Geist, CFP®, J.D., MBA has been invited to take part in the Schwab Executive Leadership Program, an exclusive, year-long program designed to prepare the next generation of leaders at registered investment advisory (RIA) firms.
Secure Act 2.0 Signed Into Law
January 20, 2023
Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.
Financial Conversations With the Next Generation
January 20, 2023
One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”
Records and Resets
January 20, 2023
The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".
Money and Independence
December 8, 2022
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
You Must Be Present to Win
December 8, 2022
A mantra that reinforces the value of committing to a disciplined investment strategy.
What Do Women Want in a Financial Advisor?
October 17, 2022
Data shows that women feel less confident about investing than men. Our financial advisors are here to support ALL clients in their financial journey.
How You Could Benefit From the Inflation Reduction Act of 2022
October 17, 2022
As everyday prices continue to increase, you could benefit from different tax credits.
Are We There Yet? Navigating Volatility.
October 17, 2022
How investors can measure success in the midst of volatility.