Articles and resources related to Portfolio Management.
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".
Financial plans should be customized to meet each investor's unique financial goals.
A look at historical interest rate data and how current interest rates are impacting portfolios.
Let's celebrate financial milestones and the strategies that were in place to support them.
How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.
Nobel Prize winner Robert Merton discusses risk, uncertainty, and how to respond to recent market movements.
We're shining a light on the "shock absorber" within client portfolios—fixed income.
A look at where market valuations sit and what they mean for disciplined long-term investors.
Our recommended reading today is a throwback to March 27, 2019.
With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?
Last week, on March 22nd, the yield curve inverted once again, the first time doing so since 2007. This event is going to get a lot of publicity and we want to bring you additional context.
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.
As investors, it’s important to understand our desires to invest off of a narrative. We have a natural desire to understand the world and how current events will shape the future.
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.
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.
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.
A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets.
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.
We believe investing in currency is a speculative short-term gamble, which is why we choose to exclude Bitcoin from our clients' portfolios.
A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.
The media gives a tremendous amount of attention to hedge funds that outperform, and it’s important to understand that this is rarely sustainable. Even the best are vulnerable to losing their magic touch.
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.
How the performance of elite golfers at the U.S. Open compares to everyday investors' performance in the U.S. stock market.
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.
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.