July 2025 Economic Update
Recent economic data suggest the U.S. economy is losing momentum as the effects of tariffs, higher costs, and a softening labor market ripple through [...]
Making Sense of First and Second Quarter 2025 GDP
Gross Domestic Product (GDP) figures for the first two quarters of 2025 were highly confusing for economists. Taken at face value, the first quarter’s [...]
CCM Commentary Q225
MARKET SUMMARY: Stocks began the second quarter with continued declines, culminating in a sharp selloff following the April 2 “Liberation Day” announcement of broad-based [...]
Portfolio Withdrawals in Retirement
Much has been written in the financial press about the power of systematic periodic additions to portfolios. Dollar cost averaging (DCA) is a more [...]
March 2025 Economic Update
SUMMARY: While headwinds persist in the form of policy uncertainty and residual pricing pressures, strong consumer fundamentals and labor market stability continue to support [...]