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 […]

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 […]

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 […]

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.