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

Investments

Interval Real Estate Funds: A 101 Guide

May 19, 2025

Real estate is a cornerstone of many portfolios; however, exploring new ways to invest in the sector can be intimidating. ...

Articles and Research

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 ...

ESG Impact Investing Investments

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 ...

Keeping one step ahead a community conversation about cybersecurity

Announcements

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 ...

Estate Planning

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 ...

ESG

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 ...

Planning

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 ...

Estate Planning

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 ...

Articles and Research

(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 ...

What do you want to B when you grow up?, Colorado Capital Management

Impact Investing

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 ...

Estate Planning

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 ...

Estate Planning

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. ...

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

Resources

Annual Impact Report

Our annual impact report provides an overview of our work, the markets, etc…..

Recent Newsletters

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.

Pioneering Wealth Management

David Swensen

Insights

Interval Real Estate Funds: A 101 Guide

How a Washing Machine Freed a Generation — and How Today’s Tariffs Threaten Progress

How to Invest Inherited Money in a Values-Based, Sustainable Way

Keeping One Step Ahead: A Community Conversation on Cybersecurity

Colorado Inheritance Tax: What Should Residents Know?

Sustainable Bonds Explained: How ESG Factors Support Change and Everything You Need to Know

Revocable Trust Colorado: Understanding The Key Details

Irrevocable Trust Colorado: Everything You Need To Know

(More than) A Little Good News

What do you want to B when you grow up? Our journey into Impact Investing & Becoming a Certified B Corporation

Colorado Estate Planning: A 101 Guide

Colorado Estate Tax: What You Need To Know

Annual Impact Report

Recent Newsletters

Impact Investing

in Affordable Housing

Impact Investing

for the Environment

Impact Investing

Closing the Gender Gap

Impact Investing

in Sustainable Agriculture

The Little Book of Common Sense Investing

Enough

Stocks for the Long Run

Your Money or Your Life

Simple Wealth, Inevitable Wealth

How to Avoid Climate Disaster

Speed & Scale: An Action Plan for Solving Our Climate Crisis Now

The Age of AI: And Our Human Future

Pioneering Wealth Management

The Big Short

Invest Like a Billionaire

The Checklist Manifesto

The Investment Answer

The New Map: Energy, Climate, and the Clash of Nations

How the World Really Works: The Science Behind How We Got Here and Where We’re Going

The Psychology of Money (2020)

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