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 [...]
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, [...]
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 [...]