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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

  • “Don’t Blink! The Hazards of Confidence.” Kahneman, Daniel. New York Times. Retrieved October 19, 2011.

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

 

Download Our Latest Newsletter

January, 2012 Newsletter
October, 2011 Newsletter
July, 2011 Newsletter
April, 2011 Newsletter
January, 2011 Newsletter

Recent Blog Posts

  • How Dangerous is the Ballooning National Debt? – Jan 2012

    More than two years after the end of the Great Recession, the global economy cannot seem to shake its effects.

  • Stocks Climbing a Wall of Worry – Jan 2012
  • Economic Recovery Expected to Creep Ahead in 2012 – Jan 2012

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  • Home
  • About Us
    • Why CCM?
    • Our Values
    • Our Team
  • Sample Clients
    • Inheritor
    • Retiree
    • Widow/Divorce
    • Executive/Entrepreneur
    • Young Professional
  • Services & Fees
    • Portfolio Management
      • Proven Strategies
      • Our Investment Approach
    • Financial Planning
    • Fees & Custody
  • Resource Library
    • Quarterly Newsletters
    • Resources, Article & Book Reviews
    • CCM Disclosure & Privacy Policy
  • Blog
  • Contact Us
    • Free Consultation
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