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