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

Impact Investing

Impact Investing in Sustainable Agriculture

January 12, 2022

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

Impact Investing in Affordable Housing

December 20, 2021

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 …

Announcements

Jason Black, CFP, CSRIC, Reflects on His Journey

October 20, 2021

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

Events

B Corp Global Climate Summit

July 16, 2021

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 …

Erica Loughrey, Associate Financial Advisor

Announcements

CCM Welcomes Erica Loughrey

May 31, 2021

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 …

Investments

Earth Day 2021

April 22, 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 …

Community

With a Heavy Heart

March 23, 2021

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 …

Resources

Annual Impact Report

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

Recent Newsletters

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.

Impact Investing

in Affordable Housing

Social impact investing in real estate focused on affordable housing shows great promise in easing the epidemic of homelessness and the housing affordability crisis, while providing investors with opportunities to potentially earn attractive returns.

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Impact Investing

for the Environment

Growing concern about climate change has led many impact investors to reduce their exposure to fossil fuel companies and to invest in clean energy and other environmental sustainability solutions.

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Impact Investing

Closing the Gender Gap

Women lag behind men in key areas like pay, promotion and education. Gender Lens impact investing – that is, making investments that seek both financial returns and a positive effect on the status of women and non-binary people – is a potentially powerful approach to addressing this problem.

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Impact Investing

in Sustainable Agriculture

Impact investing in sustainable agriculture can help slow the damage caused by destructive factory farming methods, while providing consumers with healthy, natural food.

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Pioneering Wealth Management

David Swensen

Insights

Impact Investing in Sustainable Agriculture

Impact Investing in Affordable Housing

Jason Black, CFP, CSRIC, Reflects on His Journey

B Corp Global Climate Summit

CCM Welcomes Erica Loughrey

Earth Day 2021

With a Heavy Heart

Impact Investing

in Affordable Housing

Impact Investing

for the Environment

Impact Investing

Closing the Gender Gap

Impact Investing

in Sustainable Agriculture

The Little Book of Common Sense Investing

Enough

Stocks for the Long Run

Your Money or Your Life

Simple Wealth, Inevitable Wealth

Pioneering Wealth Management

The Big Short

Invest Like a Billionaire

The Checklist Manifesto

The Investment Answer

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