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Insights
Our latest thoughts and ideas on the economy, global markets, financial planning, impact investing and more. If you would like to know more about what we are thinking and how it may be of value to you, please contact us!
Blog
How a Washing Machine Freed a Generation — and How Today’s Tariffs Threaten Progress
May 8, 2025
In 2010, Hans Rosling gave a TED Talk that still sticks with me. The statistics he used might feel a ...
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How to Invest Inherited Money in a Values-Based, Sustainable Way
May 1, 2025
Inheriting money from a loved one often brings a mix of emotions: gratitude, responsibility, and reflection. It also presents a ...
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Keeping One Step Ahead: A Community Conversation on Cybersecurity
April 1, 2025
At CCM, we take cybersecurity very seriously. With scams becoming more frequent—and more sophisticated—we felt it was important to educate ...
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Colorado Inheritance Tax: What Should Residents Know?
March 12, 2025
Inheritance can be a meaningful bridge between generations, allowing families to preserve wealth and cherished possessions. However, receiving or transferring ...
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Sustainable Bonds Explained: How ESG Factors Support Change and Everything You Need to Know
January 27, 2025
ESG bonds represent a growing segment of the bond market, offering investors a way to seek returns while supporting meaningful ...
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Revocable Trust Colorado: Understanding The Key Details
January 24, 2025
A revocable trust is one of the most widely used estate planning tools. It allows Colorado residents to plan for ...
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Irrevocable Trust Colorado: Everything You Need To Know
November 22, 2024
Establishing estate planning goals and building a secure future often involve strategies that balance tax savings, asset protection and effective ...
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(More than) A Little Good News
October 28, 2024
In the current election cycle, we have often found it surprising that the prevailing mood about the economy is so ...
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What do you want to B when you grow up? Our journey into Impact Investing & Becoming a Certified B Corporation
October 28, 2024
As the founder of CCM, I wanted to share my personal story about what led us to become a Certified ...
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Colorado Estate Planning: A 101 Guide
October 24, 2024
Planning for how your assets will be handled after you’re gone is an important step. Understanding Colorado’s estate planning laws ...
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Colorado Estate Tax: What You Need To Know
September 13, 2024
Estate taxes are taxes that the government charges on the money and property that someone leaves behind when they die. ...
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Creating Work-Life Harmony Through Remote Work
July 23, 2024
For the past several months, I have been writing a series of blogs about working remotely from a place you ...
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Resources
Annual Impact Report
Our annual impact report provides an overview of our work, the markets, etc…..
ESG Metrics and Insight Report
ESG (Environmental, Social and Governance) metrics are an increasingly important way for investors to measure the sustainability and attractiveness of potential investments in large publicly traded companies. Learn more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.
Impact Investing
in Affordable Housing
Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.
Impact Investing
for the Environment
Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.
Impact Investing
Closing the Gender Gap
Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.
Impact Investing
in Sustainable Agriculture
Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.
Suggested Reading
The Little Book of Common Sense Investing
John Bogle
Enough
John Bogle
Stocks for the Long Run
Jeremy J. Siegel
Your Money or Your Life
Vicki Robin, Joe Dominguez, Monique Tilford
Simple Wealth, Inevitable Wealth
Nick Murray
How to Avoid Climate Disaster
Bill Gates
The Age of AI: And Our Human Future
Henry A Kissinger, Eric Schmidt, Daniel Huttenlocher
Pioneering Wealth Management
David Swensen
The Big Short
Michael Lewis
Invest Like a Billionaire
Warren Buffett
The Checklist Manifesto
Atul Gawande
The Investment Answer
Daniel C. Goldie, CFA, CFP, Gordon S. Murray
The New Map: Energy, Climate, and the Clash of Nations
Daniel Yergin
The Psychology of Money (2020)
Morgan Housel