The ARPA includes several temporary, but significant, tax-relief provisions.

No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.

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.

More information about how the Consolidated Appropriations Act of 2021 may impact you.

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

Here are five investment lessons that we learned, once again, in 2020.

How CCM leverages tax-loss harvesting to improve clients’ total financial plans.

While small value stocks have struggled in recent years, a longer perspective reveals that small value stocks have been outperforming quite regularly throughout market history.

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

Two of the most common questions related to investing during this election season.

A deeper look at comments made by Warren Buffett that underscore the importance of value investing.

An analysis of how current market conditions compare to those of 1999.

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

What history shows us about equity market performance and election outcomes.

Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.

One of the most consequential decisions in estate planning is who to name as trustee.

We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.

2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

The IRS has issued further guidance on the provisions of the CARES Act to expand the opportunity for economic relief.

Why CCM believes international investing is a key part of a successful diversified portfolio.

The SECURE Act includes key provisions that make it prudent to review existing estate documents.

Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.

Absorbing daily news headlines can adversely effect an investor’s perspective on their portfolio—drawing them into making connections that may not be in their best interests long term.

With volatility in financial markets and the global economy, it's important to focus on the big picture.

Here is some of the most important tax news we're tracking.

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

We're shining a light on the "shock absorber" within client portfolios—fixed income.

A look at where market valuations sit and what they mean for disciplined long-term investors.

Now is an ideal time to revisit retirement and wealth distribution plans.