Understanding And Addressing Your Needs Your Ultimate Goal: Financial Security The Right Money Manager For You
Investments: Seeing The Big Picture Stocks Mean Ownership Bonds Mean Stability Realities & Expectations
Stocks, while volatile, have delivered the best long-term results. But "long-term" poses a dilemma, especially if you're retired: How do you cover your regular expenses?
An answer is relying on the relative stability of bonds to deliver cash when you need it. CCM works with investors to strike a balance between their overall desire for higher returns (via stocks) and their prospective need for the greater stability and income of bonds. Your growth-versus-stability preferences, and any change in those preferences, will guide us in suggesting how we manage your investments in the years to come.