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
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Impact Investing

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 …

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Jason Black, Financial Advisor (CFP)
Announcements

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 …

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Events

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 …

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Erica Loughrey, Associate Financial Advisor
Announcements

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 …

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Noah Buscher
Investments

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 …

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Rest in Peace
Community

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 …

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Resources
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

The Big Short

Michael Lewis

The Investment Answer

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

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