Portfolio Management
Articles and resources related to Portfolio Management.
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.
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.
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.
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.
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.
Investment Insight: True Diversification and Why it's Important
April 21, 2017
Over the past two decades, there has been a steep decline in the number of U.S.-listed, publicly traded companies. What this means for investors.
The Importance of Low Costs, Understanding Data, and the Value of Trusted Advice
March 9, 2017
Our take on The Wall Street Journal's article "DFA Funds Are Booming, but That Adviser Fee Matters," and the value CCM advisors bring to clients.
Measuring All of the Factors That Make Up a Year
January 13, 2017
It’s with reflecting on the events over the past year and the experiences investors had, both positive and negative, that we are able to celebrate the results.