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!
The Pros and Cons of ESG Investing
The Rise of ESG Investing Once the province of a relatively small number of socially responsible investors, integrating environmental, social and governance (ESG) metrics into …
How to Pick a Great ESG Fund
Investing for Impact in the Public Markets If you are reading this article, you are likely interested in sustainable investing—aligning your investments with your values …
Introduction to Sustainable Investing
What is Sustainable Investing? For many high-net-worth investors, it’s not enough to earn competitive financial returns. They also want to have a positive impact on …
Maximize the Impact of your Charitable Giving with a Donor Advised Fund
According to Giving USA, charitable donations in the U.S. grew 4% in 2021 to $485 billion, a new record. For our clients who are charitably …
Helping the World’s Youth Reach Their Potential Through Impact Investing in Education
Impact investing in education Education is one of the most powerful tools available to reduce inequality and foster a peaceful, prosperous world. According to the …
A Future We Can Believe In
Did you know that educating girls can have a huge impact on solving climate change? Neither did we, until we were introduced to the data …
Investing in Women and Girls Globally: Join us for Two Events!
Hello to all CCM clients, family, and friends, We hope you are enjoying your spring so far! As some of you may know, CCM has …
Closing the Gender Gap with Gender Lens Impact Investing
Women have made enormous strides over the last half-century, but still lag behind men in key areas like pay, promotion, and education. Gender Lens impact …
Environmental Impact Investing
The Growing Climate Crisis…and How You Can Help “The dangers of climate change are mounting so rapidly that they could soon overwhelm the ability of …
How Climate And Geopolitics Will Shape The West’s Energy Policy
A discussion between Ezra Klein and Daniel Yergin dated March 22, 2022 I recently listened to an amazing and enlightening podcast interview about the energy …
All About ESG Investing
One of the most common discussions we have with clients, friends and family goes something like this: “I have worked hard all my life and …
Impact Investing in Sustainable Agriculture
For people interested in impact investing—that is investing in assets that can potentially generate an attractive return as well as positive social or environmental impact—sustainable …
Our annual impact report provides an overview of our work, the markets, etc…..
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
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
