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!
ESG Metrics: What are they and what are the common metrics you should be tracking?
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 …
4 Climate Change Books Driving the Climate Discussion
The climate crisis continues to intensify, as we all experience its impact in fiercer storms and deadlier wildfires, in rising sea levels, drought, floods and …
The Pros and Cons of ESG Investing
Table of ContentsThe Rise of ESG InvestingThe ESG Conundrum: The Pros and Cons of ESG InvestingThe Benefits of ESG InvestingAlign your Finances with your ValuesLittle …
How to Pick a Great ESG Fund
Table of ContentsInvesting for Impact in the Public MarketsESG Investing Through Mutual Funds and ETFsUnderstanding ESG Ratings and ScoresHow to pick an ESG Fund — …
Introduction to Sustainable Investing
Table of ContentsWhat is Sustainable Investing?Sustainable Investing TrendsThe History of Sustainable InvestingMethods of Sustainable Investing1. Socially Responsible Investing (SRI)2. Shareholder Advocacy3. ESG Investing4. Impact Investing …
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
Table of ContentsImpact investing in educationVenture capital investments in education tech start-upsSocial bonds and other fixed income vehicles for impact investingInvest for financial returns—and a …
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
Table of ContentsThe Growing Climate Crisis…and How You Can HelpThe Climate ThreatWhat is Environmental Impact Investing?Investing to slow climate changeGreen bondsEnvironmentally screened stock fundsPrivate investments …
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 …
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
