As you begin gathering your tax information in anticipation of filing your 2013 tax returns, we wanted to provide the following list of useful notes and reminders: Important tax information forms will generally arrive to you at different times: W-2s, 1099-Rs, 1099-Misc, 1099-Div, 1099-Int, 1098, 1098-T must be mailed by January 31, 2014; 1099s from brokerage firms such as Charles Schwab, Fidelity, TD Ameritrade, E-Trade, etc. must be mailed by February 18, 2014; K-1s may arrive as late as ... [Continue Reading]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
Each year in late December and early January my email inbox is flooded with articles and top 10 lists summarizing the year that was. And although capturing everything that has happened in a year can never be truly accomplished in an email or with a handful of striking photographs, simply taking the time to be reminded of what occurred over the past twelve months can be an important exercise for us all. This type of reflection can provide valuable context to decisions that we have made and help ... [Continue Reading]
In this article Investment & Research Analyst, Adam Hoffmann, discusses the 2010 investing experience of an emotionally-driven investor versus an evidence-based investor - putting behavioral theory to the test. ... [Continue Reading]
This "From the Desk Of" article written by Principal Justin Stets, discusses CCM's on-going commitment to fiduciary best practices. ... [Continue Reading]
What does it mean to be a fiduciary? CCM principal, Justin Stets, co-authored this paper outlining the role of a fiduciary in a wealth advisory relationship. ... [Continue Reading]