Investment Insight
Updates and articles on timely topics from the Investment Team.
The Rise of ETFs
October 24, 2023
The use of exchanged-traded funds in portfolios is on the rise. Take a look at the trend and learn more about the strengths of ETFs.
What to Focus on During Periods of Volatility
March 16, 2023
It's important to remember what matters and what you can control. Your CCM advisor is here to help.
Records and Resets
January 20, 2023
The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".
Why Do We Invest?
August 22, 2022
Financial plans should be customized to meet each investor's unique financial goals.
Managing Through Current Events and Related Volatility
May 23, 2022
Three things to keep in mind in the midst of stock market volatility.
Interest Rates: How Recent Changes Are Impacting Portfolios (VIDEO)
February 25, 2022
A look at historical interest rate data and how current interest rates are impacting portfolios.
Reasons to Sell(ebrate)
January 21, 2022
Let's celebrate financial milestones and the strategies that were in place to support them.
Portfolio Management—Beyond the Returns
October 25, 2021
How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.
Recognizing Recency Bias in Investing
August 19, 2021
Current market conditions may have some investors prone to recency bias related to U.S. stock performance.
Bonds: Leveraging Yield Curves in Your Portfolio
April 22, 2021
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
Lessons (Re)Learned
January 15, 2021
Here are five investment lessons that we learned, once again, in 2020.
When Politics and Investments Collide
October 22, 2020
Two of the most common questions related to investing during this election season.
Déjà Vu—2020 or 1999?
September 9, 2020
An analysis of how current market conditions compare to those of 1999.
A Tale of Two Quarters … and the 160 Prior
July 24, 2020
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.
A Rollercoaster of Change
April 24, 2020
With volatility in financial markets and the global economy, it's important to focus on the big picture.
Fixed Income—the Optimal Shock Absorber
March 27, 2020
We're shining a light on the "shock absorber" within client portfolios—fixed income.
Market Valuations—A Historical Perspective
March 20, 2020
A look at where market valuations sit and what they mean for disciplined long-term investors.
2020 Hindsight
January 30, 2020
For many pundits, year-end market reflections are an opportunity to rewrite the past.
Mosquitoes and BBQs: Minnesota Twins and Equity Market Highs
July 19, 2019
Data shows that markets reward investors for remaining invested, regardless of where they start.
Investment Insight: A Ten-Year Look Back
May 2, 2019
March 9, 2009, is an important day in our shared history. It was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC).
Be Wary of Headline Investing
February 12, 2019
As investors, it’s important to understand our desires to invest off of a narrative. We have a natural desire to understand the world and how current events will shape the future.
The Evidence-based Value of Owning a Globally Diversified Portfolio
January 25, 2019
Putting aside the “noise” that can distract investors, the evidence is conclusive—it is very, very difficult to choose individual securities or investment vehicles that beat a diversified portfolio’s return. Especially in times of volatility there can be an emotional desire to “do something” even when it is not supported by evidence and is certainly not in one’s best interest.
The Impact of Fund Costs
October 17, 2018
When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be measured relative to the value received—which is most commonly evaluated through the lens of the underlying performance of the fund.
In Like a Lamb, Out Like a Lion
April 23, 2018
For investors deciding stock market exposure is appropriate, a disciplined approach with a long-term view is a more prudent course of action than reacting to new market highs.
Markets Have Rewarded Discipline
March 8, 2018
A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.
Play-Doh, Palm-Reading, and Predictions: How Clear Is the Future in the Markets?
January 16, 2018
Even though we all know that it’s impossible to see the future, it’s hard not to want to believe an exception may exist and get drawn into the dream.
Sticking With Your Investment Approach in the Tough Times
November 2, 2017
Market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.
Beyond the Fiduciary Standard in Portfolio Management
July 18, 2017
CCM is firmly grounded in the fiduciary standard of care, a core tenet of which is matching the right solution with what is best for each individual client.