Nov 30, 2018 - Impact Investing by CCM Invests

With what seems like a new holiday hashtag popping up every day, it can become overwhelming to scroll through social media.  While some of these holiday hashtags seem rather trivial - #PJDay which promotes wearing your pajamas to work or #uglychristmassweater – brands rely on hashtags to get people to engage, share content, promote a cause, or celebrate.  However, not all holiday hashtags have to be an excuse to eat a doughnut or wear a Christmas jumper – some can create positive impact throughout the world.

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Millennials and the Great Wealth Transfer

Nov 21, 2018 - Impact Investing by CCM Invests

It’s an interesting time to be a Millennial. Sure, this generation has had, and continues to have, unique challenges. Many graduated college with unprecedented student loan debt, only to be welcomed to adult life by the Global Financial Crisis. As a result, despite being the best-educated generation ever, Millennials represent 40% of unemployed people in the U.S., and those who do have a job are earning less today than the same age group in the past.1

But it’s not all bad news, though, for Millennials. As the offspring of Baby Boomers - the generation that currently controls roughly 70% of the disposal income in the United States - this group now stands to inherit a staggering amount of wealth. This potential shift in capital is being dubbed the “Great Wealth Transfer” and the industry is taking note.

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Rebalancing in Today’s Market and How Liquid Alternatives Can Play a Role

The asset allocation of a portfolio helps drive its long-term performance results. Rebalancing is also critical and is especially important in today’s market given the extended bull market in stocks. A traditional 60/40 (equities/fixed income, respectively) portfolio would likely be 70/30 without rebalancing after a prolonged equity bull market. The outsized equity allocation could then be detrimental to returns should the next recession strike. In light of this coupled with current low yields on traditional core fixed income securities, many investors and their advisory teams have been ramping-up research on liquid alternative investments and the role they can play in portfolio diversification. 

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What is the “High Water Women’s Impact Symposium” and Why You Should Care

CCM recently attended the High Water Women’s Investing for Impact Symposium in New York City. High Water Women is a nonprofit organization, founded by a group of women from the investment industry, that supports volunteerism and philanthropic giving. The organization now includes 3,500 members from across the financial services world.

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