How CCM is Protecting Clients During the Bond Market Selloff
June 11, 2024
We are living through the worst bond market selloff in the past 100 years. Read how CCM’s approach has helped clients largely avoid the negative effects.
Why Now? Context for Recent Volatility.
September 28, 2022
Whenever there is volatility, it's helpful to ground the emotions we may feel in context.
Why Do We Invest?
August 22, 2022
Financial plans should be customized to meet each investor's unique financial goals.
Planning for Inflation
March 24, 2022
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Conversations With the CCM Team: Portfolio Enhancements (VIDEO)
November 18, 2021
CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.
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.
One Year Ago Today
March 23, 2021
Our job as integrated wealth advisors is to understand how this market rally impacts each client's financial plan and wealth goals, and to account for the reality that returns moving forward will likely be far less exciting than the previous 12 months.
Is Gold the Best Way to Protect Against Inflation Risk?
March 10, 2021
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Don't Call it a Comeback
December 2, 2020
While small value stocks have struggled in recent years, a longer perspective reveals that small value stocks have been outperforming quite regularly throughout market history.
Conversations With CCM: Déjà Vu—2020 or 1999?
September 18, 2020
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
Déjà Vu—2020 or 1999?
September 9, 2020
An analysis of how current market conditions compare to those of 1999.
A Historical Perspective on Investment Premiums
July 30, 2020
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.
Value Stocks and Recent Performance (VIDEO)
May 21, 2020
Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.
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.
Markets Have Rewarded Discipline
March 8, 2018
A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.