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
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 ...
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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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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CCM Welcomes Erica Loughrey
We are pleased to welcome Erica Loughrey to CCM! While you can find her professional bio in the team section ...
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Earth Day 2021
Happy Earth Day 2021! This year, EarthDay.org is focused on five major themes including climate change, plastic pollution, species preservation ...
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With a Heavy Heart
We are heartbroken. As you likely know from the news coverage, yesterday a shooter killed ten people inside a Boulder ...
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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.
Suggested Reading
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
