Resources, Article & Book Reviews
This section of our website contains white papers that we have written on various financial planning subjects, as well as links to articles we recommend, and reviews of books that you might find interesting.
CCM Authored White Papers and Other Resources
- Long Term Care Insurance
- Roth Conversions Favor the Wealthy
- Financial Planning Ideas
- Acting as a Personal Representative
- Acting as a Trustee
CCM Recommended Articles
CCM Book Reviews & Recommendations
- The Investment Answer by Dan Goldie and Gordon Murray
- Simple Wealth, Inevitable Wealth by Nick Murray
- The Little Book of Common Sense Investing by John Bogle
- Enough by John Bogle
- Stocks for the Long Run by Jeremy J. Siegel
- Your Money or Your Life by Vicki Robin, Joe Dominguez, Monique Tilford
- The Big Short by Michael Lewis
- Pioneering Portfolio Management by David Swensen
- Invest Like a Billionaire by Warren Buffet
- The Checklist Manifesto-How to get Things Right by Atul Gawande
