CCM Commentary Q4/2021
MARKET SUMMARY: Even the alarming arrival of the Omicron variant failed to curb the stock market’s advance during the fourth quarter. S&P 500 stocks [...]
Concentration Risk in the Equity Market
A growing challenge for the equity market is concentration risk, defined as a high level of reliance in a portfolio on a particular security, [...]
US Economic Update November 2021
Economy Picking Up Steam The employment picture showed continued improvement during November across a broad swath of metrics. We saw an all-time low in [...]
US Economic Update October 2021
Employers added 531,000 jobs in October, bringing the unemployment to 4.6%. On its face, this seemed like a strong report, but the market was [...]
CCM Commentary Q3/2021
MARKET SUMMARY: Stocks began the third quarter on the same strong legs to which we have been accustomed, gaining over 5% by the beginning [...]