Even though today’s market is rebounding significantly as I write, it is still important for us to address the topic of all of the recent volatility. For global stock market investors, the news so far in 2016 has been marked by negative returns. As even the most successful investors realize, negative stock market returns are to be expected from time to time—as often as three years out of every ten. For the US stock market, as measured by the price of the S&P 500, 2015 was the first ... [Continue Reading]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
As a follow up to my July post about tax-related identity theft, an update about new safeguards the IRS is taking to address tax return fraud: IRS battles tax refund thieves with new plan. ... [Continue Reading]
"It’s tough to make predictions, especially about the future." – YOGI BERRA This past quarter marked the passing of the only major leaguer to have won a World Series ring for each of his fingers. Along with that honor (and many other incredible feats as part of the greatest dynasty in modern sports), Yogi Berra was also known as one of sports’ greatest “philosophers.” Since his death, there have been numerous pieces written reflecting on the best of the best “Yogi-isms” —connecting them with ... [Continue Reading]
As we reach the last quarter of the year, it is a great time to evaluate your 2015 tax situation. We believe that the best tax planning decisions are arrived at through pro-active and forward-looking analysis. The complexity of the tax laws require careful consideration of how decisions that are made today will impact not only the current tax year but also subsequent tax years. This approach allows us to be confident that we are taking advantage of available opportunities while also avoiding ... [Continue Reading]
The biggest financial news of this past quarter actually came on July 5th when the Greek population voted “no” to a package that traded increased, on-going austerity for economic continuity and stability within the Eurozone. As of the writing of this newsletter, the financial situation in Greece and its future relationship within the European Economic Community have been in the news daily with the future of the Greek economy hinging on the ability of politicians, economists, and citizens to find ... [Continue Reading]