Updates and articles on timely topics from the Investment Team.
The use of exchanged-traded funds in portfolios is on the rise. Take a look at the trend and learn more about the strengths of ETFs.
The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".
Three things to keep in mind in the midst of stock market volatility.
Current market conditions may have some investors prone to recency bias related to U.S. stock performance.
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
Two of the most common questions related to investing during this election season.
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.
With volatility in financial markets and the global economy, it's important to focus on the big picture.
Data shows that markets reward investors for remaining invested, regardless of where they start.
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).
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.
Putting aside the “noise” that can distract investors, the evidence is conclusive—it is very, very difficult to choose individual securities or investment vehicles that beat a diversified portfolio’s return. Especially in times of volatility there can be an emotional desire to “do something” even when it is not supported by evidence and is certainly not in one’s best interest.
When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be measured relative to the value received—which is most commonly evaluated through the lens of the underlying performance of the fund.
Rather than chasing past performance, investors are better served to adopt a strategy they can implement and maintain over time.
For investors deciding stock market exposure is appropriate, a disciplined approach with a long-term view is a more prudent course of action than reacting to new market highs.
Even though we all know that it’s impossible to see the future, it’s hard not to want to believe an exception may exist and get drawn into the dream.
Market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.
CCM is firmly grounded in the fiduciary standard of care, a core tenet of which is matching the right solution with what is best for each individual client.
Over the past two decades, there has been a steep decline in the number of U.S.-listed, publicly traded companies. What this means for investors.
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.
It’s with reflecting on the events over the past year and the experiences investors had, both positive and negative, that we are able to celebrate the results.