Evidence-Based Investing: A Scientific Framework for the Art of Investing This paper, co-authored by principal, Greg Carlson, provides a framework for applying an evidenced-based approach to informed investing.

Fiduciary Matters 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.

The Role of Currency in a Globally Diversified Portfolio 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.

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.

 

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