Financial Advisors
Articles and resources related to Financial Advisors.
WCCO Radio Speaks With Jason Kley About Financial Education
November 3, 2023
CCM's Jason Kley was a guest on WCCO Radio's Adam and Jordana show discussing the importance of providing youth with financial education.
Financial Plan for One, Please
July 28, 2023
Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.
What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
June 16, 2023
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 Newlywed Financial Planning Checklist
June 1, 2023
There are many aspects around one's financial life that can change after marriage. Review our checklist.
Meet Selene Serkland
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.
A Family Meeting: One of the Best Things You Can Do for Your Family in the New Year
January 15, 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
Have You Considered a Family Meeting?
July 18, 2019
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
Investment Insight: A Ten-Year Look Back
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).
The Power of Budgeting
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.
Be Wary of Headline Investing
February 12, 2019
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
July 23, 2018
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
October 27, 2017
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 Low Costs, Understanding Data, and the Value of Trusted Advice
March 9, 2017
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.