The Confluence of the Presidency and Your Portfolio
September 24, 2024
How will the results of the election impact your portfolio? By zooming out, we see discipline is key, regardless of who holds the White House.
Slow and Steady
April 18, 2024
The first quarter of 2024 ended strong, fueled by slow and steady gains in equity markets. See what trends we’re monitoring as the year continues.
2024: What We Know
March 6, 2024
2023 market returns were very different from 2022. A look at mega-cap stocks illustrates the importance of taking the long view.
The Rise of ETFs
October 24, 2023
The use of exchanged-traded funds in portfolios is on the rise. Take a look at the trend and learn more about the strengths of ETFs.
What to Focus on During Periods of Volatility
March 16, 2023
It's important to remember what matters and what you can control. Your CCM advisor is here to help.
Records and Resets
January 20, 2023
The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".
You Must Be Present to Win
December 8, 2022
A mantra that reinforces the value of committing to a disciplined investment strategy.
Are We There Yet? Navigating Volatility.
October 17, 2022
How investors can measure success in the midst of volatility.
Managing Through Current Events and Related Volatility
May 23, 2022
Three things to keep in mind in the midst of stock market volatility.
What Curves Lie Ahead?
April 21, 2022
What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.
Interest Rates: How Recent Changes Are Impacting Portfolios (VIDEO)
February 25, 2022
A look at historical interest rate data and how current interest rates are impacting portfolios.
Reasons to Sell(ebrate)
January 21, 2022
Let's celebrate financial milestones and the strategies that were in place to support them.
Portfolio Management—Beyond the Returns
October 25, 2021
How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.
All-Time Highs: What the Past Can Tell Us About the Future (VIDEO)
September 23, 2021
Context for 2021 market performance and how investors can best influence performance.
Let’s Talk About Inflation
July 22, 2021
Inflation is a hot topic in today's headlines. Here's our view on what matters most.
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.
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.
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.
When Politics and Investments Collide
October 22, 2020
Two of the most common questions related to investing during this election season.
How Have Election Outcomes Affected Market Performance? (VIDEO)
August 20, 2020
What history shows us about equity market performance and election outcomes.
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.
The Case for Global Investing (VIDEO)
June 18, 2020
Why CCM believes international investing is a key part of a successful diversified portfolio.
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.
2020 Hindsight
January 30, 2020
For many pundits, year-end market reflections are an opportunity to rewrite the past.
Mosquitoes and BBQs: Minnesota Twins and Equity Market Highs
July 19, 2019
Data shows that markets reward investors for remaining invested, regardless of where they start.
The Impact of Fund Costs
October 17, 2018
When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be measured relative to the value received—which is most commonly evaluated through the lens of the underlying performance of the fund.