Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
June 16, 2023
CCM's take on the new fiduciary rules being discussed and why acting in a client's best interest has always been one of our core values.
The Newlywed Financial Planning Checklist
June 1, 2023
There are many aspects around one's financial life that can change after marriage. Review our checklist.
You Likely Can Spend and Give More
April 19, 2023
Consider the joy you'll experience in making a special purchase or charitable gift.
529 Plans Enhanced by SECURE ACT 2.0
April 19, 2023
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
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.
Secure Act 2.0 Signed Into Law
January 20, 2023
Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.
Financial Conversations With the Next Generation
January 20, 2023
One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”
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".
Money and Independence
December 8, 2022
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
You Must Be Present to Win
December 8, 2022
A mantra that reinforces the value of committing to a disciplined investment strategy.
What Do Women Want in a Financial Advisor?
October 17, 2022
Data shows that women feel less confident about investing than men. Our financial advisors are here to support ALL clients in their financial journey.
How You Could Benefit From the Inflation Reduction Act of 2022
October 17, 2022
As everyday prices continue to increase, you could benefit from different tax credits.
Are We There Yet? Navigating Volatility.
October 17, 2022
How investors can measure success in the midst of volatility.
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.
Net Unrealized Appreciation (NUA): A Tax Strategy for Retiring With Employer Stock
September 28, 2022
NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.
Why Do We Invest?
August 22, 2022
Financial plans should be customized to meet each investor's unique financial goals.
Responding to the Financial Complexities of Divorce
July 25, 2022
Why a financial advisor is a key advocate in situations of divorce.
Qualified Charitable Distributions and Donor Advised Funds: Six Things to Know About Each
July 25, 2022
Tax-efficient charitable giving strategies to support an integrated financial plan.
Considerations in Honor of National 529 Day
May 23, 2022
Insights and reminders for about an important college savings vehicle.
Managing Through Current Events and Related Volatility
May 23, 2022
Three things to keep in mind in the midst of stock market volatility.
Dividing Tangible Personal Property in an Estate
April 21, 2022
Tips for distributing tangible personal property fairly.
SECURE Act 2.0 Passes the House
April 21, 2022
Highlights from the House's SECURE Act 2.0 and the impact on tax planning.
What Curves Lie Ahead?
April 21, 2022
What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.
Planning for Inflation
March 24, 2022
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Security Is a Feeling, Not a Number
March 24, 2022
To feel financially secure, it's important to ask yourself questions about what is important to you and why.
Volatility: Our Constant Companion
March 24, 2022
With the right strategy, volatility doesn't have to compromise your goals.
Reflections on Ukraine: Fight, Flight, Freeze, or Fulfill
February 28, 2022
President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.
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.