Our view on how well-executed financial plans leverage cash holdings.

The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".

A mantra that reinforces the value of committing to a disciplined investment strategy.

Whenever there is volatility, it's helpful to ground the emotions we may feel in context.

Exploring why the past six months have tested investors' resolve.

Three things to keep in mind in the midst of stock market volatility.

What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.

With the right strategy, volatility doesn't have to compromise your goals.

A look at historical interest rate data and how current interest rates are impacting portfolios.

Let's celebrate financial milestones and the strategies that were in place to support them.

CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.

Context for 2021 market performance and how investors can best influence performance.

Current market conditions may have some investors prone to recency bias related to U.S. stock performance.

Inflation is a hot topic in today's headlines. Here's our view on what matters most.

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 provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.

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.

No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.

Here are five investment lessons that we learned, once again, in 2020.

How CCM leverages tax-loss harvesting to improve clients’ total financial plans.

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.

Two of the most common questions related to investing during this election season.

A deeper look at comments made by Warren Buffett that underscore the importance of value investing.

An analysis of how current market conditions compare to those of 1999.

What history shows us about equity market performance and election outcomes.

We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.

2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.

Why CCM believes international investing is a key part of a successful diversified portfolio.

Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.

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.