Articles and Publications

A library of topical publications and articles written by CCM team members specifically for our clients.

Don’t Call it a Comeback

James Michael Yaworski, CFA
Senior Investment Strategist

Many market commentators are clamoring over the recent performance of markets as they respond to positive vaccine news and clarity around the outcome of our presidential election. These events have driven stock markets higher, notably small value stocks. Using Russell index data, we’ve seen small value companies rise 23.6% from October 1 through November 30, while large growth stocks have risen by 6.5%. 1 This outperformance of small value by 17.1% over such a short period has commentators ... [Continue Reading]

Suddenly Single and Managing Wealth

Katy Vermeer, CFP^®
Senior Integrated Wealth Advisor

It is the Greek philosopher, Heraclitus, who said, “Change is the only constant in life.” Some life changes are more welcome than others, and change is often hard. Some of these changes are planned, while some can be very sudden. At CCM, I believe we do great work for clients in any number of transitions, including in the instance of a divorce or the death of a spouse. When clients find themselves suddenly single, for example, they are often mired in details and decisions that they have never ... [Continue Reading]

When Politics and Investments Collide

Adam Hoffmann, CFP^®, AIF^®
Chief Investment Officer

The upcoming U.S. election is proving to be one of the most highly contested and polarizing in recent history. With control of the presidency, house, and senate on the line, in addition to a multitude of key state and local races occurring across the country, the stakes are clearly high. Adding further complexity and complication to the mix, we continue to navigate the challenges of a global pandemic, where the health and safety of the electorate are at risk. It may come as no surprise that ... [Continue Reading]

If You’re Going to Give it Away, Be Intentional Above All Else

Matthew Rich, CFP^®, J.D.
Senior Integrated Wealth Advisor

Chuck Feeney has finally achieved his goal—he’s broke. More importantly, Chuck Feeney is proud of his accomplishment. Feeney, the 89-year-old who amassed billions as the cofounder of airport retailer Duty Free Shoppers in 1960, has spent the last few decades of his life disbursing his financial wealth (upwards of $8 billion) to worthy nonprofits around the world. He has championed the concept of Giving While Living, which is the notion that it’s better to make a charitable impact while you’re ... [Continue Reading]

Déjà Vu—2020 or 1999?

James Michael Yaworski, CFA
Senior Investment Strategist

For investors who recall the experience of 1999, it was either a fantastic year or a difficult one, depending on the types of stocks in their portfolio. Investors who concentrated their portfolio among growth companies, which earned little or no profits, remember 1999 as a fantastic year, delivering a return of 41%. Investors with the opposite philosophy, such as Warren Buffett, chairman of Berkshire Hathaway, did not fare as well. Their focus on value companies with large profits lost ... [Continue Reading]