Carlson Capital Management is a member of the Zero Alpha Group (ZAG). Founded in 1995, ZAG is an international network of independent investment advisory firms that manage more than $8 billion in assets.

The Flip Side of Spending Too Much The Risks of Spending Too Little: a recent publication from fellow Zero Alpha Group firm, Resource Consulting Group, of Orlando, Florida.

Mutual Fund Survivor Bias Mutual funds significantly overstate performance in a way that makes actively managed mutual funds look much more competitive with indexes than is actually the case.

Hidden Mutual Fund Fees What you don’t know hurts your bottom line. The internal expenses publicly disclosed by actively managed mutual funds may only be telling half the story.