CCM Commentary Q1/2022
MARKET SUMMARY: The stock market was buffeted on three fronts during the first quarter - inflation, Federal Reserve rate hikes and Russia’s unprovoked invasion [...]
CCM Asset Allocation Update
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
Socially Responsible Investing: Noble, but Difficult
Recently we’ve had clients and friends ask us for our thoughts on ESG investing. As it turns out, it is a very complex topic [...]
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, [...]
Is This Time Different? A Comparison of Today’s Stock Market to the Dot-Com Bubble of 2000 and Housing Bubble of 2008
CCM’s history stretches back well over thirty years, and the two darkest periods for the stock market during our tenure were the Dot-Com Bubble [...]