July 16, 2024

With mortgage rates high, some families are using intrafamily loans to help younger members get on the real estate ladder.

July 9, 2024

We’ve identified five common reasons people decide working with a wealth advisor will benefit them. Read our list to inform your next steps.

July 28, 2023

Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.

July 18, 2023

When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.

July 17, 2023

As a financial advisor with more than 30 years of experience, Katy Vermeer, CFP®, shares what's on her mind as she anticipates her own retirement.

June 1, 2023

There are many aspects around one's financial life that can change after marriage. Review our checklist.

April 19, 2023

Consider the joy you'll experience in making a special purchase or charitable gift.

March 16, 2023

It's important to remember what matters and what you can control. Your CCM advisor is here to help.

January 20, 2023

One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”

December 8, 2022

Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.

October 17, 2022

Data shows that women feel less confident about investing than men. Our financial advisors are here to support ALL clients in their financial journey.

October 17, 2022

How investors can measure success in the midst of volatility.

August 22, 2022

Financial plans should be customized to meet each investor's unique financial goals.

July 25, 2022

Why a financial advisor is a key advocate in situations of divorce.

May 23, 2022

Insights and reminders for about an important college savings vehicle.

March 24, 2022

To feel financially secure, it's important to ask yourself questions about what is important to you and why.

February 28, 2022

President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.

January 24, 2022

Before you make the leap to retirement, here are four things to consider.

April 22, 2021

Now is an ideal time to examine your educational savings strategies, including a 529 plan.

March 23, 2021

In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.

February 18, 2021

Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.

January 15, 2021

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

August 24, 2020

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

April 2, 2020

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

July 18, 2019

Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.

May 2, 2019

March 9, 2009, is an important day in our shared history. It was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC).

February 28, 2019

A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.

January 25, 2019

Putting aside the “noise” that can distract investors, the evidence is conclusive—it is very, very difficult to choose individual securities or investment vehicles that beat a diversified portfolio’s return. Especially in times of volatility there can be an emotional desire to “do something” even when it is not supported by evidence and is certainly not in one’s best interest.

July 23, 2018

By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.