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, [...]
Market Volatility
We have fielded several calls about market volatility and the 5% pull back in the market during September. Like many of you, recent market [...]