Collegiate Capital Management, Inc.

05/23/2023

https://www.wral.com/story/family-owned-financial-adviser-firm-has-roots-in-education/20697971/

Check out one of our articles on our recent Spotlight Series.

Rooted in education and family-owned, Collegiate Capital understands that when it comes to managing finances for clients, trust and knowledge are vital keys for success

01/28/2022

The January CCM Digest is available now. Stay up to date on important tax deadlines and current tax season scams:

http://ow.ly/AbhN50HGZCy

11/29/2021

The November edition of CCM eNews is out now- read it here:

http://ow.ly/t1GP50GVY8k

11/25/2021

Happy Thanksgiving from our family to yours! Our offices will be closed in observance of the holiday, and will reopen on Monday, November 29th.

05/19/2021

The CCM May eNews is out now- this edition includes market outlooks, our 2021 tax guide and cybersecurity tips.

Read it here:

https://collegiatecapital.com/resources/enews/

05/06/2021

World Password Day, celebrated on the first Thursday in May, is an annual reminder to focus on your personal online security and protecting your digital identity.

https://collegiatecapital.com/world-password-day/

04/21/2021

It’s not a question of if but when we will see the next bear market. An investment advisor can help you understand your options and make the best decisions based on your personal goals.

https://collegiatecapital.com/bear-market-investment-strategies/

04/07/2021

Does your spring cleaning to-do list include going through that stack of documents piling up in your home office? If not, we have a checklist to help you get started:

https://collegiatecapital.com/personal-records-retention-policies/

02/03/2021

Our 2021 Tax Guide is available now- you can find it, and all of our previous years' guides, here:

https://collegiatecapital.com/annual-tax-reference-guides/

01/07/2021

If one of your New Year's resolutions is to create some financial strategies in 2021, here are some tips to get you started:

https://collegiatecapital.com/effective-cash-management-strategies/

01/01/2021

Happy new year! We wish you all health and happiness in 2021. Our offices are closed today in observance of the holiday - we'll be back on Monday.