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

Highlights of the American Rescue Plan Act (ARPA) of 2021
The ARPA includes several temporary, but significant, tax-relief provisions.

Is Gold the Best Way to Protect Against Inflation Risk?
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.

Conversations With the CCM Team: Women and Money (VIDEO)
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.

2020 Learnings and Highlights
Learnings and highlights from 2020 that have deepened our well of experience for clients.

Highlights of the Most Recent COVID-19 Relief Bill
More information about how the Consolidated Appropriations Act of 2021 may impact you.

A Family Meeting: One of the Best Things You Can Do for Your Family in 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.

Lessons (Re)Learned
Here are five investment lessons that we learned, once again, in 2020.

Tax-loss Harvesting: A Year-round Tax-planning Strategy (VIDEO)
How CCM leverages tax-loss harvesting to improve clients’ total financial plans.

Don't Call it a Comeback
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.

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

When Politics and Investments Collide
Two of the most common questions related to investing during this election season.

Conversations With CCM: Déjà Vu—2020 or 1999?
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.

Déjà Vu—2020 or 1999?
An analysis of how current market conditions compare to those of 1999.

Dementia-friendly Wealth Management
Three important wealth management steps to take upon noticing signs of dementia.

How Have Election Outcomes Affected Market Performance? (VIDEO)
What history shows us about equity market performance and election outcomes.

Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.

Considerations When Selecting a Trustee
One of the most consequential decisions in estate planning is who to name as trustee.

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

A Tale of Two Quarters … and the 160 Prior
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

COVID-19 Tax Relief
The IRS has issued further guidance on the provisions of the CARES Act to expand the opportunity for economic relief.

The Case for Global Investing (VIDEO)
Why CCM believes international investing is a key part of a successful diversified portfolio.

How the SECURE Act Impacts Estate Planning
The SECURE Act includes key provisions that make it prudent to review existing estate documents.

Value Stocks and Recent Performance (VIDEO)
Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.

The Adverse Effect of News Headlines (VIDEO)
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.

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

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

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

Fixed Income—the Optimal Shock Absorber
We're shining a light on the "shock absorber" within client portfolios—fixed income.

Market Valuations—A Historical Perspective
A look at where market valuations sit and what they mean for disciplined long-term investors.

How the SECURE Act Could Impact You
Now is an ideal time to revisit retirement and wealth distribution plans.