Associate Financial Advisor RoleOpportunity Overview: This is an exciting opportunity to build an investment management practice and collaborate to serve clients with…May 21, 2021May 21, 2021
CCM 2Q and YTD 2019 Performance and Investment UpdateA Review of CCM’s Q2 and YTD 2019 Performance and Attribution. Investment and Portfolio Commentary Including Discussion of Select Holdings.Jul 19, 2019Jul 19, 2019
Understanding Search Funds and Similar AlternativesSearch Funds are a source of capital for an entrepreneur to acquire a an existing business.Jun 28, 2019Jun 28, 2019
CCM’s Succession/Acquisition Search Advantages for Partners and SellersWe describe the values and reasons CCM is a great acquiror/partner in its succession/acquisition search.Jun 21, 2019Jun 21, 2019
Non-Disclosure Agreements in the Sale of Small BusinessesNDAs have many terms to negotiate, but they should not be used at the outset by brokers marketing small businesses for sale.Jun 18, 2019Jun 18, 2019
Update on 2019 Goal Progress (End of May)A quick blog on my YTD progress of CCM’s goals— the following is a summary of the incremental progress since the February 28 update.Jun 2, 2019Jun 2, 2019
A short musing on cryptocurrency and blockchain technologyCryptocurrencies could look a lot like Paypal in the future. Blockchain is a disruptive and evolutionary security technology.May 16, 20191May 16, 20191
CCM’s Return and Risk MeasurementThis blog covers four methods that Clarendon Capital Management uses to measure and evaluate risk and returns.May 14, 2019May 14, 2019
Update on 2019 Goal ProgressAt the end of February, one-sixth of the way through the year here is where my progress stands with these five goals. Ahead on 3/5 goals…Mar 1, 2019Mar 1, 2019
CCM Goals for 2019As 2019 begins, I want to share some of the goals I have set for myself and CCM this year.Jan 9, 2019Jan 9, 2019