Insights from Conscious Capital Management

Welcome to our blog! Every other week or so, we'll write a new post on a variety of different topics, like how to invest using your values or things nobody teaches you about finance. Have a question you'd like us to answer or a topic you want to hear more about? Email us at team@ccminvestment.com with your ideas!

How to Invest - Incorporating Smart Financial Behaviors

In the first part of our How to Invest series, we talked about some of the basic principles behind building an investment portfolio. Now, we want to help you maintain your investment strategy with some simple principles that are proven to optimize performance. Financial mistakes are often driven by our own behaviors. When applying these 3 practices of regular rebalancing, tax mitigation, and cash flow automation you can implement processes to get the most from your investments and avoid some common mistakes. Principle 1 - Smart Rebalancing As an investor, your asset allocation should be the first level of matching your personal financial goals, risk tolerance, and time horizon with your inve

How to Invest - Making Ethical and Sustainable Choices

Most of us try to do good things with our money when we can. Maybe you donate to charity, give a little extra cash to a friend in need, or simply make conscious decisions as a consumer. But what about your investments? For many of us, investments represent our greatest owned assets aside from our house and we want to feel good about what our life savings are supporting. The demand for including information on things like environmental stewardship, social responsibility, or ethical governance in the financial analysis process has skyrocketed in the last 20 years and it's changing the investment world in a big way. Here are some easy-to-use tools to help you take a little deeper look at the in

Why Community Investments Are A Good Idea

What is community investing? As the income inequality gap rises between the rich and poor, so does the gap in financial services available to the economic mainstream and those offered to low income individuals and communities. Community Investing is a branch of the socially responsible investing movement that attempts to bridge this gap by financing resources and opportunities for those typically under-served by traditional financial institutions. It creates a way for investors to get a return on their money as they contribute to the causes they care about and the community they live in. Community investments work to create jobs, supply capital for small businesses, provide financial service

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Conscious Capital Management is a registered investment adviser. We have a goal to provide Madison  Wisconsin's best Financial Advisors, Financial Planners and Socially Responsible Financial Advisors. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. This website is intended for Wisconsin residents only.

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