Summertime fireworks came a few weeks earlier than usual this year. But instead of blues, yellows, and greens, the early fireworks were a solid red. After strong recoveries from February lows, equity markets across the globe were jolted from their upward trajectories as they priced in the result of the British referendum to leave the European Union. The reaction of markets to the news of a “Brexit” was felt far and wide with stocks around the world shedding trillions of dollars on a single ... [Continue Reading]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
At Carlson Capital Management (CCM), we are very intentional about involving our clients in the integrated planning process. We want all clients to engage with us in a way that fosters trust and understanding about the work we do on their behalf to help them with their financial future. CCM has nearly 800 client relationships of which more than ninety percent involve a female. Whether they are married, single, divorced, or widowed, just about every relationship at CCM includes a woman who is ... [Continue Reading]
Continuing Care Retirement Communities (CCRCs) have become an attractive option for many individuals making decisions regarding their long-term care future. These communities offer several levels of health care on one campus including independent living, assisted living, skilled nursing care, and memory care. With the number of CCM clients who are caring for their parents or considering their own future living and care arrangements, we wanted to provide some insights on how we advise you to ... [Continue Reading]
By a narrow margin, British voters surprised markets overnight by voting ‘yes’ on a referendum to leave the European Union (EU). The highly charged debate on this issue largely centered on both the economic costs and benefits of being a part of the single market, as well as the open border policies that membership requires. By voting to leave the European Union, an unprecedented process has begun that may take years to complete. During this transitional period, trade agreements will need to ... [Continue Reading]
If you’ve read more than a few of our investment updates or insights over the years, you know that focusing on the long-term is essential to CCM’s investment philosophy. A myopic view of markets and returns may lead to adverse consequences for an investor’s financial well-being. More often than not, this is due to an overly strong reaction to recently occurring events (that quickly reverse) or from stumbling onto what may be perceived as an easily identifiable pattern in market data. This leads ... [Continue Reading]