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
Tariffs
Articles and Research

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

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 Inheritance Sustainably
ESGImpact InvestingInvestments

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

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 about cybersecurity
Announcements

Keeping One Step Ahead: A Community Conversation on Cybersecurity

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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Inheritance Tax Colorado
Estate Planning

Colorado Inheritance Tax: What Should Residents Know?

Inheritance can be a meaningful bridge between generations, allowing families to preserve wealth and cherished possessions. However, receiving or transferring ...
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ESG and Sustainable bonds
ESG

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

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
Planning

Revocable Trust Colorado: Understanding The Key Details

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 trusts
Estate Planning

Irrevocable Trust Colorado: Everything You Need To Know

Establishing estate planning goals and building a secure future often involve strategies that balance tax savings, asset protection and effective ...
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global economy
Articles and Research

(More than) A Little Good News

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?, 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

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, Colorado Capital Management
Estate Planning

Colorado Estate Planning: A 101 Guide

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
Estate Planning

Colorado Estate Tax: What You Need To Know

Estate taxes are taxes that the government charges on the money and property that someone leaves behind when they die. ...
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Work Life Harmony
Remote Work

Creating Work-Life Harmony Through Remote Work

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.
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