Dividing Tangible Personal Property in an Estate
April 21, 2022
Tips for distributing tangible personal property fairly.
SECURE Act 2.0 Passes the House
April 21, 2022
Highlights from the House's SECURE Act 2.0 and the impact on tax planning.
What Curves Lie Ahead?
April 21, 2022
What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.
Planning for Inflation
March 24, 2022
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Security Is a Feeling, Not a Number
March 24, 2022
To feel financially secure, it's important to ask yourself questions about what is important to you and why.
Volatility: Our Constant Companion
March 24, 2022
With the right strategy, volatility doesn't have to compromise your goals.
Reflections on Ukraine: Fight, Flight, Freeze, or Fulfill
February 28, 2022
President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.
Interest Rates: How Recent Changes Are Impacting Portfolios (VIDEO)
February 25, 2022
A look at historical interest rate data and how current interest rates are impacting portfolios.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.