Articles and Publications

A library of topical publications and articles written by CCM team members specifically for our clients.

Get Paid to Save for College

Matthew Rich
Matthew Rich, CFP®, J.D.
Integrated Wealth Advisor
Published April 18, 2018

You have a routine. You wake, dress, brush your teeth, and ready yourself for the day ahead. Your routine comes naturally to you. What if there was a way to monetize part of your routine? Thanks to the Minnesota legislature, if you’re a Minnesota resident, there now is a way to do just that. Most of our clients have children or grandchildren who will someday go to college. Our clients understand the value and power of having a disciplined savings strategy in place for college funding. For ... [Continue Reading]

An Update from the Tax Team: Charitable Giving Strategies in Light of the Tax Cuts and Jobs Act of 2017

Kevin Koski
Kevin Koski, CPA
Director of Tax Services
Published April 17, 2018

The Tax Cuts and Jobs Act of 2017 has become a catalyst for taxpayers to revisit their charitable giving strategies. Under the new law, many taxpayers will no longer be able to itemize deductions on a regular basis due to the following changes: The standard deduction has been increased from $12,700 to $24,000 for a married couple filing jointly ($26,600 if both spouses are age 65 or older) and from $6,350 to $12,000 for a single taxpayer. The deduction for state income taxes and real ... [Continue Reading]

Markets Have Rewarded Discipline

James Michael Yaworski
James Michael Yaworski, CFA
Investment Research & Trading Specialist
Published March 8, 2018

Opportunities are everywhere, if you know where to look. Our investment team is constantly looking for opportunities in your portfolio, both to add value and to reduce risk. The strong market rally in 2017 presented us with numerous opportunities to "tend the garden" of our clients' portfolios and make adjustments where need be. The most significant opportunity that has emerged over the past year is the growth in our clients' stock positions, which has shifted the mix of stocks and bonds ... [Continue Reading]

Investment Insight – Play-Doh, Palm-Reading, and Predictions: How Clear is the Future in the Markets?

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Director of Investments & Research
Published January 16, 2018

Over the holidays, I sat at our kitchen table after breakfast, drinking coffee and reading the paper while my five-year-old rolled, sculpted, and ultimately smashed flat the hot pink Play-Doh that Santa so generously left in her stocking Christmas morning. As her wonderfully messy creative expression came out through this oh-so familiar medium, I commented to her that it would be easy to read her palm with all the lines and creases of her hands so brightly illuminated. Not surprisingly, her ... [Continue Reading]

Bitcoin Mania

James Michael Yaworski
James Michael Yaworski, CFA
Investment Research & Trading Specialist
Published January 16, 2018

As an independent Registered Investment Advisor (RIA), Carlson Capital Management has the ability to include any investment product in client portfolios which we think will best serve our client’s needs. There are thousands of mutual funds, ETFs, stocks, bonds, etc. that we could select when constructing your portfolio. These choices extend to futures contracts, stock options, currencies, commodities and, yes, even Bitcoin. Bitcoin, a ‘cryptocurrency,’ is a form of electronic money that has ... [Continue Reading]

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