Market Commentary Q3/2020
MARKET RECAP: The prevailing theme for the stock market in the third quarter was a familiar one – the dominance of the largest five [...]
Why Do We Buy a Stock?
Frequently we get the question of why we buy a stock, along with the related question of why did we sell a stock (or [...]
CCM Equity Strategy Update
The CCM Model Equity Portfolio is the key component for managing the stock section of client portfolios. The Model serves as the most crucial [...]
Market Commentary Q2/2020 (Part 2 of 2)
Market Summary: As we re-capped in part one of our Commentary last week, the first half of 2020 was a wild ride for stock [...]
Market Commentary Q2/2020 (Part 1 of 2): Equity Market Deep Dive
MARKET RECAP: The first half of 2020 was a wild ride for stock investors. The disastrous first quarter loss of 19.6% for the S&P [...]