Advisor Resources
Work samples available for download in full form.
Contact a CMC wealth management consultant to discuss our customized or à la carte research solutions including privately labeled version of the resources below.
Chart Library: compendium of key domestic and international economic information and market behavior. Useful for portfolio reviews, client education, and professional reference. Available for free download semi-annually. Updates and private labeling available monthly to subscribers.
Chart Library with COVID Charts Through November 2024
News Alerts: stay up to date on economic and market developments. Useful for professional reference, client education, and new business development.
Newsletters: download our quarterly economic & capital market update. Branded and customizable monthly or quarterly to subscribers for distribution.
July 2024: Economic and Market Commentary
October 2024: Economic and Market Commentary
Monthly Recap: executive summary of key economic and market developments.
Recap on September 2024
Recap on October 2024
Recap on November 2024
Podcast Features: hear directly from our CEO, Barry Mendelson, on a multitude of topics spanning the asset management industry and his life journey.
Money Sense: Risk & Return
Join Jamie Williams, Wealth Advisor at EIG as he talks with Barry Mendelson, CEO of Capital Market Consultants, about aspects of investing relating to risk and return in a range of assets. They also share an overview of the markets as we move into the fourth quarter.
Your Next Big Project is You: Prioritize and SucceED
Leo Pusateri, CEO of Pusateri Consulting & Training, speaks with Barry Mendelson about his entrepreneurial journey, his approach to planning and discipline, and his recent move to southern New Mexico. The engaging discussion also delved into Barry’s passion for mentoring and advocacy. From detailing his strategic planning approach to sharing insights into pivotal moments that shaped his career, the conversation encapsulates the essence of dedication, resilience, and continuous growth.
Money Sense: Investment Research
Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios.