Articles and resources related to Financial Advisors.
Meet Ashley Johnson
Ashley Johnson discusses her career path as well as the passion she has for this industry and her clients.
The Newlywed Financial Planning Checklist
There are many aspects around one's financial life that can change after marriage. Review our checklist.
Meet Selene Serkland
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
A Family Meeting: One of the Best Things You Can Do for Your Family in 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Dementia-friendly Wealth Management
Three important wealth management steps to take upon noticing signs of dementia.
Have You Considered a Family Meeting?
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
Financial Plan for One, Please
Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.
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 Power of Budgeting
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.
Be Wary of Headline Investing
As investors, it’s important to understand our desires to invest off of a narrative. We have a natural desire to understand the world and how current events will shape the future.
Retirement Planning: Reflecting on the Journey
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.
Financial Lessons and Key Discussions With Children and Grandchildren
When it comes to finances, there are many teachable moments throughout a child’s life that form the way they think about money in the future.
The Importance of Updating Your Estate Plan
52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.
Five Key Estate Planning Matters to Consider Annually
Estate planning is one of the key components of wealth management. Here are five topics for annual review.
Retirement Spending: Don't Leave the Best for Last
By working with our integrated wealth management team, retirees are able to see the reality of their financial security, which often opens up the conversation, and brings to light the opportunity, of being more impactful with that wealth today.
What the Fiduciary Rule and Telling the Truth Have In Common—and Why Both Are So Freeing
CCM's take on the new fiduciary rules being discussed and why acting in a client's best interest has always been one of our core values.
The Importance of Low Costs, Understanding Data, and the Value of Trusted Advice
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.