Integrated Wealth
Articles and resources related to Integrated Wealth.
Security Is a Feeling, Not a Number
To feel financially secure, it's important to ask yourself questions about what is important to you and why.
Volatility: Our Constant Companion
With the right strategy, volatility doesn't have to compromise your goals.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Tax Projections: A Wise Year-end Opportunity
It is a great time to evaluate your tax situation—both for this year and next.
Portfolio Management—Beyond the Returns
How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.
Highlights of the Most Recent COVID-19 Relief Bill
More information about how the Consolidated Appropriations Act of 2021 may impact you.
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.
Suddenly Single and Managing Wealth
Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.
Dementia-friendly Wealth Management
Three important wealth management steps to take upon noticing signs of dementia.
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.