When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.

As a financial advisor with more than 30 years of experience, Katy Vermeer, CFP®, shares what's on her mind as she anticipates her own retirement.

Consider the joy you'll experience in making a special purchase or charitable gift.

Ashley Johnson discusses her career path as well as the passion she has for this industry and her clients.

It's important to remember what matters and what you can control. Your CCM advisor is here to help.

One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”

Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.

There are many aspects around one's financial life that can change after marriage. Review our checklist.

How financial advisors and the CCM Women's Initiative can best serve women.

How investors can measure success in the midst of volatility.

Financial plans should be customized to meet each investor's unique financial goals.

Why a financial advisor is a key advocate in situations of divorce.

Insights and reminders for about an important college savings vehicle.

To feel financially secure, it's important to ask yourself questions about what is important to you and why.

President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.

Before you make the leap to retirement, here are four things to consider.

Now is an ideal time to examine your educational savings strategies, including a 529 plan.

In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.

Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.

Learnings and highlights from 2020 that have deepened our well of experience for clients.

An effective family meeting can become a family bonding experience that pays dividends for many years.

Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.

Three important wealth management steps to take upon noticing signs of dementia.

CCM's integrated team is diligently working to apply the CARES Act benefits to our clients' financial plans.

Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.

Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.

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).

Investors don’t have to look too far back in time to remember the poor performance of the tech bubble in the early 2000s or the financial crisis of 2008.

A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.

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.