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!
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 …
Impact Investing in Affordable Housing
Impact investing—that is investing in assets that can generate an attractive return as well as positive social or environmental impact—can take many forms, but social …
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 …
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
