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
Jason 0045_CO_CAPITAL-WEB
Announcements

Jason Black, CFP, CSRIC, Reflects on His Journey

As I sat at the end of the dock at sunset watching our kids play in the lake, I realized I had everything – a …

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Impact Investing & B-Corps

B Corp Global Climate Summit

The first annual B Corp Global Climate Summit took place June 29-July1, 2021. Its mission to take collective climate action rooted in people and justice …

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Erica 0088_CO_CAPITAL-WEB new crop
Announcements

CCM Welcomes Erica Loughrey

We are pleased to welcome Erica Loughrey to CCM! While you can find her professional bio in the team section of our website, here she …

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Noah Buscher
Investments

Earth Day 2021

Happy Earth Day 2021!  This year, EarthDay.org is focused on five major themes including climate change, plastic pollution, species preservation and more. Please click on …

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Rest in Peace
Community

With a Heavy Heart

We are heartbroken. As you likely know from the news coverage, yesterday a shooter killed ten people inside a Boulder grocery store. That this could …

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Tale of Two Markets
Investments

A Tale of Two Markets

Is it the best of times or the worst of times to be an investor? Our feeling is that while economic growth may accelerate into the future, the relatively high current prices for stocks and bonds, as well as many more obscure assets, suggest a cautious approach.  

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Sketch Guy
Investments

Your 5-Step Guide to Navigating a Scary Stock Market

We really like Carl Richards, known as the “Sketch Guy” for his simple way of describing and sketching the “behavior gap”- the gap between what you should do with your money and what you actually do. His advice is clearly more pertinent that ever during these unprecedented and uncertain times. See how he describes and sketches “Your 5-Step Guide to Navigating a Scary Stock Market”.

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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. Learning more about the details of ESG investing and the related concepts of Sustainable and Impact Investing in our 2022 ESG Metrics and Insights Report.

Suggested Reading

The Big Short

Michael Lewis

The Investment Answer

Daniel C. Goldie, CFA, CFP, Gordon S. Murray

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