Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
CEFEX (VIDEO)
April 28, 2017
What does it mean to be CEFEX-certified? An overview of what it means and why it’s important when you’re seeking a financial advisor.
Investment Insight: True Diversification and Why it's Important
April 21, 2017
Over the past two decades, there has been a steep decline in the number of U.S.-listed, publicly traded companies. What this means for investors.
The Importance of Low Costs, Understanding Data, and the Value of Trusted Advice
March 9, 2017
Our take on The Wall Street Journal's article "DFA Funds Are Booming, but That Adviser Fee Matters," and the value CCM advisors bring to clients.
Measuring All of the Factors That Make Up a Year
January 13, 2017
It’s with reflecting on the events over the past year and the experiences investors had, both positive and negative, that we are able to celebrate the results.
Credit Shelter Trusts: A Trust for the Benefit of a Surviving Spouse
May 15, 2014
A credit shelter trust is an irrevocable trust established for benefit of a surviving spouse. Some questions and answers.