Bear Market Investment Strategies
The S&P 500 dropped in value by more than 50% in the 18 months between October 2007 and March 2009. We recently celebrated the 10-year anniversary of the S&P 500 climbing from that low point in early March 2009. During... Read More →
Tapping Into New Growth Sectors
Some of our clients have asked that a portion of their portfolio be invested in cannabis-related stocks. It’s impossible to ignore this as a new growth sector. Canada became the first G7 nation to legalize cannabis in October 2018. More... Read More →
Use of Artificial Intelligence and Machine Learning
A recent article published in Forbes highlighted 60 cybersecurity predictions for 2019. Among those predictions was the use of Artificial Intelligence (AI) and Machine Learning (ML) as “dual-use” technologies. Many of us now have AI or ML solutions such as... Read More →
What’s Behind the 4th Quarter Sell-Off
The intersection of several disruptive market forces, many of which have been looming on the horizon for some time, led to the recent sharp and widespread decline in global markets. We feel like this period of heightened volatility is here... Read More →
Where Do We Go From Here?
Global growth is expected to slow in 2019 with many believing that any recession will likely be pushed into 2020. Expect some rebounding in European and Asian growth, regions that underperformed the US market last year. There are several fiscal... Read More →
Managing Risk in a Rising Interest Rate Environment
Assets invested more conservatively to avoid stock market risk must still provide a reasonable contribution to portfolio return. This is currently complicated due to the risk of bonds falling in value in a rising interest rate environment. However, the bond... Read More →
Changes to Social Security Spousal Applications
Who this applies to: Spouses who were born before January 2, 1954 and are not currently receiving Social Security. Summary Social Security Spousal Benefits allow a husband or wife to receive up to 50% of their spouse’s Full Retirement Age... Read More →
Email Scams and Other Internet Fraud
We are aware of the increasing levels of sophistication being employed by criminal enterprises who seek to exploit the conveniences of modern technology. As a result, we strive to maintain a culture of risk avoidance in our firm and maintain... Read More →
CCM Cyber Security Checklist
View our updated cyber security checklist here. Learn ways to mitigate your risk and protect yourself online.