Investments
How Have Election Outcomes Affected Market Performance? (VIDEO)
August 20, 2020
What history shows us about equity market performance and election outcomes.
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.
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.
The Case for Global Investing (VIDEO)
June 18, 2020
Why CCM believes international investing is a key part of a successful diversified portfolio.
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.
The Adverse Effect of News Headlines (VIDEO)
May 7, 2020
Absorbing daily news headlines can adversely effect an investor’s perspective on their portfolio—drawing them into making connections that may not be in their best interests long term.
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.
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 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.
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.