Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Retiring This Year? Read This First.
January 24, 2022
Before you make the leap to retirement, here are four things to consider.
Reasons to Sell(ebrate)
January 21, 2022
Let's celebrate financial milestones and the strategies that were in place to support them.
Conversations With the CCM Team: Portfolio Enhancements (VIDEO)
November 18, 2021
CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.
New Tax Election Available to Minnesota Business Owners
November 17, 2021
Learn about a new pass‐through entity tax election that allows qualifying businesses to pay state income taxes on the business income to Minnesota at the entity level rather than at the individual level.
Tax Projections: A Wise Year-end Opportunity
November 2, 2021
It is a great time to evaluate your tax situation—both for this year and next.
When Is It Time to Update Your Estate Plan?
November 2, 2021
Proposed tax changes could change how individuals spend assets and structure estate plans.
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.
Recognizing Recency Bias in Investing
August 19, 2021
Current market conditions may have some investors prone to recency bias related to U.S. stock 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.
Have You Considered the Future of Your Family Cabin?
July 22, 2021
Strategies for transferring the ownership of your cabin.
Do You Qualify For a Mega Backdoor Roth?
July 22, 2021
Save up to an additional $38,500 through your employer-sponsored 401(k).
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.
Five Little-known Facts About 529s
April 22, 2021
Now is an ideal time to examine your educational savings strategies, including a 529 plan.
Is Significant Tax Reform Coming?
April 22, 2021
With the American Rescue Plan Act of 2021, there's a shift to reforming tax code. We're paying attention, as it may have tax and estate planning implications.
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.
One Year Ago Today
March 23, 2021
Our job as integrated wealth advisors is to understand how this market rally impacts each client's financial plan and wealth goals, and to account for the reality that returns moving forward will likely be far less exciting than the previous 12 months.
Meet Selene Serkland
March 23, 2021
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
Highlights of the American Rescue Plan Act (ARPA) of 2021
March 23, 2021
The ARPA includes several temporary, but significant, tax-relief provisions.
Is Gold the Best Way to Protect Against Inflation Risk?
March 10, 2021
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Conversations With the CCM Team: Women and Money (VIDEO)
February 18, 2021
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
2020 Learnings and Highlights
January 15, 2021
Learnings and highlights from 2020 that have deepened our well of experience for clients.
Highlights of the Most Recent COVID-19 Relief Bill
January 15, 2021
More information about how the Consolidated Appropriations Act of 2021 may impact you.
A Family Meeting: One of the Best Things You Can Do for Your Family in the New Year
January 15, 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
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.
Don't Call it a Comeback
December 2, 2020
While small value stocks have struggled in recent years, a longer perspective reveals that small value stocks have been outperforming quite regularly throughout market history.
When Politics and Investments Collide
October 22, 2020
Two of the most common questions related to investing during this election season.
Conversations With CCM: Déjà Vu—2020 or 1999?
September 18, 2020
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.