Jane Brody recently wrote this piece, Thriving at Age 70 and Beyond, for the New York Times that we found interesting, insightful as well as inspiring. Inspired by the book, "70 Candles! Women Thriving in their 8th Decade," Brody highlights the leading questions and topics facing women, in particular, as they age. Brody's insights as to the way the first generation in which huge numbers of women who have had careers, have approached retirement, is thought-provoking. CCM advisors place a great ... [Continue Reading]
Articles and resources related to Financial Advisors.
The final ruling from the Department of Labor (DOL) on the long awaited regulations requiring advisors to act as "fiduciaries" was announced last week. The ruling basically elevates the responsibilities of all financial professionals to put clients' interests first and to increase disclosures to better ensure investors are getting appropriate, unbiased, and trusted advice. The document itself is quite long and complex - 1,200 pages. While it will take time to fully digest, we do already know ... [Continue Reading]
Whether they articulate them or not, most people have goals and aspirations. They could be anything from athletic, to social, to spiritual, or even investing. An explicit set of metrics is not necessarily required to determine whether or not you have reached your goal, but it when it comes to investing it certainly merits a dialogue to truly understand the path you want to be on. At CCM, we work with clients to help them articulate and achieve their goals, from which specific plans are set in ... [Continue Reading]