Investment Insight

Updates and articles on timely topics from the Investment Team.

Investment Insight: A Ten-Year Look Back

Gregory Carlson
Gregory Carlson, CFP®
CEO and Founder
Published May 2, 2019

March 9, 2009, is an important day in our shared history. We didn’t necessarily know it at the time as it took a few months for the significance of the day to reveal itself, but it was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC). From that day forward the markets stopped their painful retreat and began to recover. That was ten years ago now, and as we reflect on those ten years, of course there are countless learnings and insights that could ... [Continue Reading]

Looking Back at Ten Years Since the Market Bottom of March 9, 2009

James Michael Yaworski
James Michael Yaworski, CFA
Senior Investment Strategist
Published March 8, 2019

The S&P 500, an index that tracks the performance of large U.S. company stocks, has delivered 9.99% average annual returns since 1926 1 . We know that this terrific performance is compensation to investors for taking on risk, and that returns weren’t achieved in a slow and steady manner. Investors don’t have to look too far back in time to remember the poor performance of the tech bubble in the early 2000s or the financial crisis of 2008. In fact, the 10-year annual return of the S&P ... [Continue Reading]

Investment Insight: The Evidence-Based Value of Owning a Globally Diversified Portfolio

Gregory Carlson
Gregory Carlson, CFP®
CEO and Founder
Published January 25, 2019

As we all observed and experienced, the close of 2018 brought an unsettling time in the equity markets. Markets historically don’t respond favorably to uncertainty, be it financial, political or social, and recent volatility appears to be tied to a host of uncertainties. Many individual investors react to uncertainty based on emotion, even though we’ve seen throughout the history of the market how important it is that investors don’t allow emotion to influence decisions. Throughout recent market ... [Continue Reading]

Investment Insight: The Impact of Fund Costs

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published October 17, 2018

One of the foundational underpinnings of our investment approach at CCM is the simple premise that “costs matter.” Over the last 30 years, the internal and execution costs of how we manage portfolios has dropped significantly. This has resulted in savings of hundreds of thousands of dollars for our clients. We are diligent in our analysis of costs relative to the value received by our clients. When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be ... [Continue Reading]

Investment Insight: Sticking with What Works–The World Cup, Brexit, and Investing

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published July 26, 2018

Although it may not be immediately apparent depending on where you’re reading this, much of the world is currently engrossed in the World Cup. The 2018 FIFA World Cup (including 64 total matches) is being hosted in cities throughout Russia, with the championship match to be played on July 15th. The largest tournament of the world’s most popular sport often takes over the lives of its fans – typically ranking as the most watched global event every four years. As a frame of reference, while the ... [Continue Reading]

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