2024 Outlook: Downshifting January 09, 2024 - We consider how the economy and markets performed in 2023 and how we will adapt to the shifting investment landscape in 2024.
Make the most of year-end giving December 07, 2023 - As the year-end approaches, many people start thinking about giving back.
Building a philanthropic legacy November 15, 2023 - As you work to build a legacy and give back to causes you hold dear, developing a philanthropic plan can benefit you and the recipients.
CC&L Private Capital’s third-quarter financial market report and outlook October 10, 2023 - Stocks delivered very strong returns this quarter as the market looked beyond risks and focused on areas of strength in the economy.
2024 Annual Responsible Investing Report July 2024 Read our report, covering actions and initiatives that are impacting clients’ investments.
2023 Annual Responsible Investing Report June 2023 Read our report, covering actions and initiatives that are impacting clients’ investments.