Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
Investing's Free Lunch (VIDEO)
June 1, 2021
In this video, Carlson Capital Management discusses why giving up some return to reduce risk can result in a higher-yielding portfolio in the long-run.
Five Little-known Facts About 529s
April 22, 2021
Now is an ideal time to examine your educational savings strategies, including a 529 plan.
Is Significant Tax Reform Coming?
April 22, 2021
With the American Rescue Plan Act of 2021, there's a shift to reforming tax code. We're paying attention, as it may have tax and estate planning implications.
Bonds: Leveraging Yield Curves in Your Portfolio
April 22, 2021
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
One Year Ago Today
March 23, 2021
Our job as integrated wealth advisors is to understand how this market rally impacts each client's financial plan and wealth goals, and to account for the reality that returns moving forward will likely be far less exciting than the previous 12 months.
Meet Selene Serkland
March 23, 2021
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
Highlights of the American Rescue Plan Act (ARPA) of 2021
March 23, 2021
The ARPA includes several temporary, but significant, tax-relief provisions.
Is Gold the Best Way to Protect Against Inflation Risk?
March 10, 2021
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Conversations With the CCM Team: Women and Money (VIDEO)
February 18, 2021
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
2020 Learnings and Highlights
January 15, 2021
Learnings and highlights from 2020 that have deepened our well of experience for clients.
Highlights of the Most Recent COVID-19 Relief Bill
January 15, 2021
More information about how the Consolidated Appropriations Act of 2021 may impact you.
A Family Meeting: One of the Best Things You Can Do for Your Family in the New Year
January 15, 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Lessons (Re)Learned
January 15, 2021
Here are five investment lessons that we learned, once again, in 2020.
Tax-loss Harvesting: A Year-round Tax-planning Strategy (VIDEO)
December 17, 2020
How CCM leverages tax-loss harvesting to improve clients’ total financial plans.
Don't Call it a Comeback
December 2, 2020
While small value stocks have struggled in recent years, a longer perspective reveals that small value stocks have been outperforming quite regularly throughout market history.
When Politics and Investments Collide
October 22, 2020
Two of the most common questions related to investing during this election season.
Conversations With CCM: Déjà Vu—2020 or 1999?
September 18, 2020
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
Déjà Vu—2020 or 1999?
September 9, 2020
An analysis of how current market conditions compare to those of 1999.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
How Have Election Outcomes Affected Market Performance? (VIDEO)
August 20, 2020
What history shows us about equity market performance and election outcomes.
Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
August 20, 2020
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
Considerations When Selecting a Trustee
July 30, 2020
One of the most consequential decisions in estate planning is who to name as trustee.
A Historical Perspective on Investment Premiums
July 30, 2020
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.
A Tale of Two Quarters … and the 160 Prior
July 24, 2020
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.
COVID-19 Tax Relief
July 20, 2020
The IRS has issued further guidance on the provisions of the CARES Act to expand the opportunity for economic relief.
The Case for Global Investing (VIDEO)
June 18, 2020
Why CCM believes international investing is a key part of a successful diversified portfolio.
How the SECURE Act Impacts Estate Planning
June 18, 2020
The SECURE Act includes key provisions that make it prudent to review existing estate documents.
Value Stocks and Recent Performance (VIDEO)
May 21, 2020
Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.
The Adverse Effect of News Headlines (VIDEO)
May 7, 2020
Absorbing daily news headlines can adversely effect an investor’s perspective on their portfolio—drawing them into making connections that may not be in their best interests long term.
A Rollercoaster of Change
April 24, 2020
With volatility in financial markets and the global economy, it's important to focus on the big picture.