Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
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 5-29 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.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Retiring This Year? Read This First.
January 24, 2022
Before you make the leap to retirement, here are four things to consider.
Tax Milestones Through the Years
January 24, 2022
Your birthday this year could mark an important tax and financial planning milestone.
Reasons to Sell(ebrate)
January 21, 2022
Let's celebrate financial milestones and the strategies that were in place to support them.
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.
New Tax Election Available to Minnesota Business Owners
November 17, 2021
Learn about a new pass‐through entity tax election that allows qualifying businesses to pay state income taxes on the business income to Minnesota at the entity level rather than at the individual level.
Tax Projections: A Wise Year-end Opportunity
November 2, 2021
It is a great time to evaluate your tax situation—both for this year and next.
When Is It Time to Update Your Estate Plan?
November 2, 2021
Proposed tax changes could change how individuals spend assets and structure estate plans.
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.
All-Time Highs: What the Past Can Tell Us About the Future (VIDEO)
September 23, 2021
Context for 2021 market performance and how investors can best influence performance.
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.
To Give More, Think Differently
August 18, 2021
If you desire to give more than you do now, consider employing behavioral strategies.
Let’s Talk About Inflation
July 22, 2021
Inflation is a hot topic in today's headlines. Here's our view on what matters most.
Have You Considered the Future of Your Family Cabin?
July 22, 2021
Strategies for transferring the ownership of your cabin.
Do You Qualify For a Mega Backdoor Roth?
July 22, 2021
Save up to an additional $38,500 through your employer-sponsored 401(k).