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 [...]
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
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 [...]
A growing challenge for the equity market is concentration risk, defined as a high level of reliance in a portfolio on a particular security, [...]
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 [...]
As control of the global pandemic is underway and case numbers are turning lower, rising interest rates due to a corresponding increase in economic [...]