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 [...]
US Economic Update February 2022
Fleeting Peace Dividend Threatens Global Growth Russia’s invasion of Ukraine threatens to derail the economic recovery well underway around the world. The first-order effects [...]
US Economic Update January 2022
A Blowout Jobs Report Defies Omicron Surge A weak forecasted January jobs report came in well above the rosiest of predictions. The US added [...]
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 [...]