Personal Records Retention Policies
Good recordkeeping can make your life easier. While record retention policies are often geared towards businesses, your personal files should also be kept safe and well organized. When creating your retention policy, you should consider state and federal statutes of... Read More →
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 →
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 →
Email Scams and Other Internet Fraud
We are aware that criminal enterprises are using increased levels of sophistication to exploit the conveniences of modern technology. As a result, we strive to maintain a culture of risk avoidance in our firm and maintain strict procedures regarding our electronic... Read More →
CCM Cyber Security Checklist
View our updated cyber security checklist below or by clicking this link. Mitigate your risk and protect yourself online by revising this checklist annually.
An Investment Process You Can Trust
How do you know you’re getting real value from your investment advisor? Your financial advisor should provide details that allow you to assess value, and make you comfortable with the decisions made. Here are some of the things Collegiate Capital... Read More →
Longer Life – Retirement’s New Reality
It’s no secret—and certainly no surprise—that the average life expectancy in the United States has been steadily rising for well over a century now. With advances in modern medicine and a greater consciousness of nutrition and fitness, the average American... Read More →