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.

Update: Current Market Conditions, March 2008 2008 has opened with global investment declines and increased market volatility. This update helps to shed light on the current investment environment by using history as a guidepost.

Bringing Clarity and Transparency to Life Insurance CCM has aligned with M Financial Group – bringing enhanced access, clarity and transparency to the insurance planning process.

Understanding Stock Options, Concentrated Positions and the Alternative Minimum Tax “Trap” This valuable guide is a product of our extensive research and experience working with 3M employees and retirees.

Keep the Lights On Why what our parents taught us still holds true … in business. This editorial summarizes the issue of backdating in an options program.

The Truth About Taxes and Your Investments Successful investing relates not only to how much you make, but how much you keep. By changing your asset class location, you can keep a lot more of what you make.

The Informed Investor Filter out the misinformation that the financial services industry so often propagates and concisely distill the important components of a rational, well-designed investment strategy.

Fixed Income Investing: More than Meets the Eye Although equity diversification is an important focus for a well-constructed portfolio, it’s equally important to implement a high quality, intelligently designed fixed income strategy.

Hidden Mutual Fund Fees What you don’t know hurts your bottom line. The internal expenses publicly disclosed by actively managed mutual funds may only be telling half the story.