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

2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

Nobel Prize winner Robert Merton discusses risk, uncertainty, and how to respond to recent market movements.

Annual stewardship reports from Vanguard and DFA are available for review.

Our recommended reading today is a throwback to March 27, 2019.

With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?

Index funds are receiving increased attention.

Last week, on March 22nd, the yield curve inverted once again, the first time doing so since 2007. This event is going to get a lot of publicity and we want to bring you additional context.

Investors don’t have to look too far back in time to remember the poor performance of the tech bubble in the early 2000s or the financial crisis of 2008.

When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be measured relative to the value received—which is most commonly evaluated through the lens of the underlying performance of the fund.

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.

CCM is firmly grounded in the fiduciary standard of care, a core tenet of which is matching the right solution with what is best for each individual client.

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.