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

Closing the Gender Gap with Gender Lens Impact Investing

April 19, 2022

Women have made enormous strides over the last half-century, but still lag behind men in key areas like pay, promotion, ...

Impact Investing

Environmental Impact Investing

April 14, 2022

“The dangers of climate change are mounting so rapidly that they could soon overwhelm the ability of both nature and ...

Market Research

How Climate And Geopolitics Will Shape The West’s Energy Policy

March 28, 2022

A discussion between Ezra Klein and Daniel Yergin dated March 22, 2022 I recently listened to an amazing and enlightening ...

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 ...

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 ...

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 ...

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 ...

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

Closing the Gender Gap with Gender Lens Impact Investing

Environmental Impact Investing

How Climate And Geopolitics Will Shape The West’s Energy Policy

Jason Black, CFP, CSRIC, Reflects on His Journey

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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