Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
Déjà Vu—2020 or 1999?
September 9, 2020
An analysis of how current market conditions compare to those of 1999.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
How Have Election Outcomes Affected Market Performance? (VIDEO)
August 20, 2020
What history shows us about equity market performance and election outcomes.
Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
August 20, 2020
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
Considerations When Selecting a Trustee
July 30, 2020
One of the most consequential decisions in estate planning is who to name as trustee.
A Historical Perspective on Investment Premiums
July 30, 2020
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.
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.
COVID-19 Tax Relief
July 20, 2020
The IRS has issued further guidance on the provisions of the CARES Act to expand the opportunity for economic relief.
The Case for Global Investing (VIDEO)
June 18, 2020
Why CCM believes international investing is a key part of a successful diversified portfolio.
How the SECURE Act Impacts Estate Planning
June 18, 2020
The SECURE Act includes key provisions that make it prudent to review existing estate documents.
Value Stocks and Recent Performance (VIDEO)
May 21, 2020
Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.
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.
Highlights of the CARES Act
April 2, 2020
CCM's integrated team is diligently working to apply the CARES Act benefits to our clients' financial plans.
Fixed Income—the Optimal Shock Absorber
March 27, 2020
We're shining a light on the "shock absorber" within client portfolios—fixed income.
Market Valuations—A Historical Perspective
March 20, 2020
A look at where market valuations sit and what they mean for disciplined long-term investors.
How the SECURE Act Could Impact You
February 24, 2020
Now is an ideal time to revisit retirement and wealth distribution plans.
2020 Hindsight
January 30, 2020
For many pundits, year-end market reflections are an opportunity to rewrite the past.
New Laws Impact Estate Plans
November 5, 2019
Estate laws continually change, making it important to review your estate plan periodically.
Roth IRAs: Is Now the Ideal Time to Consider a Conversion?
November 1, 2019
We work with many clients each year to implement a Roth IRA conversion strategy.
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.
Have You Considered a Family Meeting?
July 18, 2019
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
Should I Contribute to a Roth 401(k) Instead of the Traditional 401(k)?
July 17, 2019
With many employer-based retirement plans (i.e. 401(k) or 403(b) plans) now offering a choice between making contributions into a Roth or a Traditional option, a conversation we frequently have with clients centers on the difference between contributing to one versus the other.
Minnesota Individual Income Tax Changes Represent Federal Conformity
June 5, 2019
Carlson Capital Management's Tax Team analyzes tax law changes and helps clients optimize their tax situations, including impacts of Minnesota's Omnibus Tax Bill.
Investment Insight: A Ten-Year Look Back
May 2, 2019
March 9, 2009, is an important day in our shared history. It was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC).
An Update from the Tax Team: Is Mortgage Interest Still Deductible?
April 16, 2019
Under the new Tax Cuts and Jobs Act of 2017, some key factors that will help determine the deductibility of interest paid on a mortgage loan.
CCM Principal Tax Advisor, Kevin Koski, Provides Charitable Giving Insights
March 12, 2019
Charitable giving insights from CCM Principal Tax Advisor Kevin Koski featured in a recent article in Financial Advisor IQ.
The Power of Budgeting
February 28, 2019
A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.
Be Wary of Headline Investing
February 12, 2019
As investors, it’s important to understand our desires to invest off of a narrative. We have a natural desire to understand the world and how current events will shape the future.