Articles and Publications

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

Investment Insight: Sticking with What Works–The World Cup, Brexit, and Investing

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published July 26, 2018

Although it may not be immediately apparent depending on where you’re reading this, much of the world is currently engrossed in the World Cup. The 2018 FIFA World Cup (including 64 total matches) is being hosted in cities throughout Russia, with the championship match to be played on July 15th. The largest tournament of the world’s most popular sport often takes over the lives of its fans – typically ranking as the most watched global event every four years. As a frame of reference, while the ... [Continue Reading]

Retirement Planning: Reflecting on the Journey

Callie Geist
Callie Geist, CFP®, J.D., MBA
Integrated Wealth Advisor
Published July 23, 2018

Co-Authored by Katy Vermeer Retirement planning involves a multi-faceted analysis that requires a combination of data gathering, quantitative and qualitative analysis, and discernment. It is an on-going process that offers peace of mind to our clients as their life goals evolve. As people approach their retirement years the number one question advisors are often asked is, “Do I have enough?” While the internet offers a host of formulas, calculators, and rules of thumb to answer this ... [Continue Reading]

What the U.S. Open and Mutual Fund Investing Have in Common

James Michael Yaworski
James Michael Yaworski, CFA
Senior Investment Strategist
Published June 1, 2018

The 118th U.S. Open Championship will be held this month at Shinnecock Hills Golf Club, located in New York. The second major tournament of the year is known for pairing an intensely competitive group of players with an extremely difficult golf course. Unlike most tour events, it’s not uncommon for the champion to be above par for the entire tournament. Although the world’s best golfers are attracted to the tournament for its storied tradition and the prestige of winning one of golf’s four ... [Continue Reading]

Investment Insight: In Like a Lamb, Out Like a Lion

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published April 23, 2018

Although much of the Minnesota landscape is currently covered in a fresh blanket of snow, rearranging the order of the oft-quoted springtime idiom more aptly describes the first quarter behavior of equity markets than it does the weather. It was once again a reminder that the animal spirits of markets don’t always follow the seasons. The year began where 2017 left off, with global stock markets carrying their strong positive momentum into the new year. In fact, the S&P 500 index hit ten ... [Continue Reading]

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