This "From the Desk Of" article written by Principal Justin Stets, discusses CCM's on-going commitment to fiduciary best practices. ... [Continue Reading]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
What does it mean to be a fiduciary? CCM principal, Justin Stets, co-authored this paper outlining the role of a fiduciary in a wealth advisory relationship. ... [Continue Reading]
In this "From the Desk Of" article CCM Investment & Research Analyst, Adam Hoffmann, discusses the topic of currency risk and the effect of fluctuating currency values on a portfolio. ... [Continue Reading]
Transformational Philanthropy: Integrated Planning, Intentional Giving In an economic climate that challenges investors to be even more creative in their approach to giving, this paper provides steps to creating a Personal Philanthropic Plan - and achieving the satisfaction of experiencing how philanthropy can move from being a result of integrative planning to a reason to plan. ... [Continue Reading]