Creative Capital Management Investments - CCMI

We’re just a few days away from our upcoming webinar — reserve your spot before registration closes!

While headlines change daily, we often find that long-term strategy shouldn’t. If you’re feeling concerned or reactive, our discussion with Kevin Gordon, Schwab’s head of macro research and strategy, can help you stay grounded.

Gain data-rich insights on factors that may influence investments, what he’s monitoring closely, and why it’s important to maintain perspective as markets evolve.

Register today.

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

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 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 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

Starting July 4, families can fund Trump Accounts, a new savings vehicle for eligible children.

Read our blog post to learn what you should consider before getting started, including eligibility requirements to receive the federal seed contribution of $1,000.

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

Stay updated with the latest happenings from CCMI. Learn what we've been up to this month at the office and home.

https://myccmi.com/2026/06/out-about-june-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 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

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