While, as we write, broad equity markets are performing significantly better than futures markets had indicated they would last night, we still wanted to reach out regarding yesterday's election results and the related short-term market impact. Certainly the impact of the election carries with it a vast array of implications for the U.S. and the world. We want to be very cognizant in recognizing that and pointing out that our focus today for this message, and our activities today at CCM, are ... [Continue Reading]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
There’s a classic riddle that asks, “What weighs more – a pound of bricks or a pound of feathers?” To most, at its surface the nature of the trick question is immediately clear. Because no matter what substance you’re measuring, a pound is a pound, and thus they should be the same. But is that quickly-drawn conclusion true? At a conference that I recently attended, a similar question was asked: “What has more value, a dollar of stocks or a dollar of bonds?” On its surface, it’s the same ... [Continue Reading]
This past August, the IRS issued proposed regulations which would significantly impact the ability to apply valuation discounts on gift or estate transfers of family controlled business interests including corporations, partnerships, and LLC’s. The use of discounts for lack of control and lack of marketability by family owned businesses has been a staple in estate planning for decades. These discounts can often fall in the range of 25%-40% thereby aiding in the transfer of family-owned ... [Continue Reading]
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]
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]