Our view on how well-executed financial plans leverage cash holdings.

It's important to remember what matters and what you can control. Your CCM advisor is here to help.

The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".

A mantra that reinforces the value of committing to a disciplined investment strategy.

How investors can measure success in the midst of volatility.

Whenever there is volatility, it's helpful to ground the emotions we may feel in context.

Exploring why the past six months have tested investors' resolve.

Three things to keep in mind in the midst of stock market volatility.

With the right strategy, volatility doesn't have to compromise your goals.

President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.

Context for 2021 market performance and how investors can best influence performance.

Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.

Our job as integrated wealth advisors is to understand how this market rally impacts each client's financial plan and wealth goals, and to account for the reality that returns moving forward will likely be far less exciting than the previous 12 months.

Here are five investment lessons that we learned, once again, in 2020.

How CCM leverages tax-loss harvesting to improve clients’ total financial plans.

A deeper look at comments made by Warren Buffett that underscore the importance of value investing.

An analysis of how current market conditions compare to those of 1999.

2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

Carl Richards' creative sketches remind us of what to focus on during volatile market activity.

Absorbing daily news headlines can adversely effect an investor’s perspective on their portfolio—drawing them into making connections that may not be in their best interests long term.

With volatility in financial markets and the global economy, it's important to focus on the big picture.

A look at where market valuations sit and what they mean for disciplined long-term investors.

Learn what actions the Federal Reserve is taking to ensure market liquidity in the midst of the coronavirus crisis.

This month's Market Perspectives from Vanguard touches on all of the new information the market is digesting.

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.

In 2017, the U.S. stock market rose steadily, while market conditions in 2018 have been a splash of cold water. It’s important that we view this recent volatility with perspective and understand just how unusual the market environment was in 2017.

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.

A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.