http://carlsoncap.com Thu, 20 Nov 2008 16:10:18 +0000 http://wordpress.org/?v=2.3.1 en http://carlsoncap.com/publications/transformational-philanthropy-intentional-planning-intentional-giving/ http://carlsoncap.com/publications/transformational-philanthropy-intentional-planning-intentional-giving/#comments Mon, 10 Nov 2008 21:33:12 +0000 CCM http://carlsoncap.com/publications/transformational-philanthropy-intentional-planning-intentional-giving/ Transformational Philanthropy
If you are thinking about limiting or restricting your 2008 charitable contributions due to market conditions, we recommend thinking again. Request our latest publication today. ]]> http://carlsoncap.com/publications/transformational-philanthropy-intentional-planning-intentional-giving/feed/ http://carlsoncap.com/news/medical-economics-magazine/ http://carlsoncap.com/news/medical-economics-magazine/#comments Mon, 10 Nov 2008 14:25:38 +0000 CCM http://carlsoncap.com/news/medical-economics-magazine/ CCM principal, Greg Carlson, is named among the nation’s 150 Best Financial Advisers for Doctors by Medical Economics magazine ]]> http://carlsoncap.com/news/medical-economics-magazine/feed/ http://carlsoncap.com/news/financial-advisor-top-registered-investment-advisor-2/ http://carlsoncap.com/news/financial-advisor-top-registered-investment-advisor-2/#comments Fri, 15 Aug 2008 20:45:15 +0000 CCM http://carlsoncap.com/news/financial-advisor-top-registered-investment-advisor-2/ Financial Advisor magazine recognizes CCM as a Top Registered Investment Advisor in their annual rankings. ]]> http://carlsoncap.com/news/financial-advisor-top-registered-investment-advisor-2/feed/ http://carlsoncap.com/news/2008-wealth-manager-magazine-top-wealth-managers/ http://carlsoncap.com/news/2008-wealth-manager-magazine-top-wealth-managers/#comments Sun, 10 Aug 2008 17:57:10 +0000 CCM http://carlsoncap.com/news/2008-wealth-manager-magazine-top-wealth-managers/ CCM again ranks as one of “America’s Top Wealth Managers” in Wealth Manager Magazine’s 2008 rankings. Read more on the Wealth Manager site. ]]> http://carlsoncap.com/news/2008-wealth-manager-magazine-top-wealth-managers/feed/ http://carlsoncap.com/news/justin-stets-earns-distinguished-accredited-investment-fiduciary-designation/ http://carlsoncap.com/news/justin-stets-earns-distinguished-accredited-investment-fiduciary-designation/#comments Thu, 31 Jul 2008 20:42:30 +0000 CCM http://carlsoncap.com/news/justin-stets-earns-distinguished-accredited-investment-fiduciary-designation/ Justin Stets earns distinguished Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. ]]> http://carlsoncap.com/news/justin-stets-earns-distinguished-accredited-investment-fiduciary-designation/feed/ http://carlsoncap.com/publications/fiduciary-matters/ http://carlsoncap.com/publications/fiduciary-matters/#comments Fri, 28 Mar 2008 15:05:41 +0000 CCM http://carlsoncap.com/archives/92 Fiduciary Matters
What does it mean to be a fiduciary? CCM principal, Justin Stets, co-authored this paper outlining the role of a fiduciary in a wealth advisory relationship. ]]> http://carlsoncap.com/publications/fiduciary-matters/feed/ http://carlsoncap.com/publications/market-conditions/ http://carlsoncap.com/publications/market-conditions/#comments Wed, 26 Mar 2008 15:16:58 +0000 CCM http://carlsoncap.com/publications/market-conditions/ Update: Current Market Conditions, March 2008
2008 has opened with global investment declines and increased market volatility. This update helps to shed light on the current investment environment by using history as a guidepost. ]]> http://carlsoncap.com/publications/market-conditions/feed/ http://carlsoncap.com/news/jeff-carlson-is-recognized-as-a-2008-twin-cities-5-star-wealth-manager/ http://carlsoncap.com/news/jeff-carlson-is-recognized-as-a-2008-twin-cities-5-star-wealth-manager/#comments Thu, 31 Jan 2008 16:25:38 +0000 CCM http://carlsoncap.com/news/98 Jeff Carlson is recognized as a 2008 Twin Cities 5 Star Wealth Manager in Mpls St Paul and Minnesota Business Magazines. ]]> http://carlsoncap.com/news/jeff-carlson-is-recognized-as-a-2008-twin-cities-5-star-wealth-manager/feed/ http://carlsoncap.com/news/cefex-certifies-carlson-capital-management/ http://carlsoncap.com/news/cefex-certifies-carlson-capital-management/#comments Thu, 10 Jan 2008 19:37:59 +0000 CCM http://carlsoncap.com/archives/93 CCM is among the first investment advisors, globally, to be recognized with certification from the Centre for Fiduciary Excellence (CEFEX). ]]> http://carlsoncap.com/news/cefex-certifies-carlson-capital-management/feed/ http://carlsoncap.com/news/wealth-manager-magazine/ http://carlsoncap.com/news/wealth-manager-magazine/#comments Thu, 12 Jul 2007 15:57:19 +0000 CCM http://wp.carlsoncap.com/archives/30 CCM again ranks as one of “America’s Top Wealth Managers” in Wealth Manager Magazine’s 2007 rankings. Read more on the Wealth Manager site. ]]> http://carlsoncap.com/news/wealth-manager-magazine/feed/