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! 

Charitable GivingEstate Planning

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 ...
Impact Investing for Education
Impact InvestingInvestments

Helping the World’s Youth Reach Their Potential Through Impact Investing in Education

Impact investing in educationTable of Contents1 Impact investing in education2 Venture capital investments in education tech start-ups3 Social bonds and ...
gender lens impact investing

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 ...

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 ...
Impact Investing

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, ...
Environmental Impact Investing
Impact Investing

Environmental Impact Investing

The Growing Climate Crisis…and How You Can HelpTable of Contents1 The Growing Climate Crisis…and How You Can Help1.1 The Climate ...
How Climate and Geopolitics will shape the west's energy policy
Market Research

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 ...
Jason Black, Financial Advisor (CFP)

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 ...
Erica Loughrey, Associate Financial Advisor

CCM Welcomes Erica Loughrey

We are pleased to welcome Erica Loughrey to CCM! While you can find her professional bio in the team section ...
Noah Buscher

Earth Day 2021

Happy Earth Day 2021! This year, is focused on five major themes including climate change, plastic pollution, species preservation ...
Rest in Peace

With a Heavy Heart

We are heartbroken. As you likely know from the news coverage, yesterday a shooter killed ten people inside a Boulder ...
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. Learn 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

Pioneering Wealth Management

David Swensen

The Big Short

Michael Lewis

The Investment Answer

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

Scroll to Top