Articles and resources related to Diversification.
Why Do We Invest?
Financial plans should be customized to meet each investor's unique financial goals.
Reflections on Ukraine: Fight, Flight, Freeze, or Fulfill
President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.
Reasons to Sell(ebrate)
Let's celebrate financial milestones and the strategies that were in place to support them.
Conversations With the CCM Team: Portfolio Enhancements (VIDEO)
CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.
Recognizing Recency Bias in Investing
Current market conditions may have some investors prone to recency bias related to U.S. stock performance.
Investing's Free Lunch (VIDEO)
In this video, Carlson Capital Management discusses why giving up some return to reduce risk can result in a higher-yielding portfolio in the long-run.
One Year Ago Today
Our job as integrated wealth advisors is to understand how this market rally impacts each client's financial plan and wealth goals, and to account for the reality that returns moving forward will likely be far less exciting than the previous 12 months.
Conversations With CCM: Déjà Vu—2020 or 1999?
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
The Case for Global Investing (VIDEO)
Why CCM believes international investing is a key part of a successful diversified portfolio.
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.
Saudi Aramco Becomes World's First $2T Company
With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?
Investment Insight: A Ten-Year Look Back
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).
The Evidence-based Value of Owning a Globally Diversified Portfolio
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.
The Tao of Wealth Management
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.
In Like a Lamb, Out Like a Lion
For investors deciding stock market exposure is appropriate, a disciplined approach with a long-term view is a more prudent course of action than reacting to new market highs.
A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.
Sticking With Your Investment Approach in the Tough Times
Market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.
Investment Insight: True Diversification and Why it's Important
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.
Do Stocks Outperform Treasury Bills?
The research we’d like to share today comes from Hendrick Bessembinder, Professor of Finance at Arizona State University.