Articles and Publications

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

Investment Insight: The Evidence-Based Value of Owning a Globally Diversified Portfolio

Gregory Carlson
Gregory Carlson, CFP®
CEO and Founder
Published January 25, 2019

As we all observed and experienced, the close of 2018 brought an unsettling time in the equity markets. Markets historically don’t respond favorably to uncertainty, be it financial, political or social, and recent volatility appears to be tied to a host of uncertainties. Many individual investors react to uncertainty based on emotion, even though we’ve seen throughout the history of the market how important it is that investors don’t allow emotion to influence decisions. Throughout recent market ... [Continue Reading]

In Remembrance of John “Jack” Bogle: Democratizing the Financial Markets

Justin Stets
Justin Stets, AIF®
President
Published January 17, 2019

“Mr. Bogle helped democratize financial markets,” observed Jason Zweig and Sarah Krouse, columnists from the Wall Street Journal, who today amongst many others eulogizes the passage of John Bogle, the founder of Vanguard: John C. Bogle, Founder of Vanguard Group, Dies at 89. John “Jack” Bogle passed away yesterday. For those of us in the investment world who spend a great deal of time “under the financial hood” of your wealth, we and others name Mr. Bogle as a giant—an industry-leading voice—who ... [Continue Reading]

An Update from the Tax Team: Key Tax Figure Updates for 2019

Kevin Koski
Kevin Koski, CPA
Principal Tax Advisor
Published January 17, 2019

As the new year begins it brings many important tax-related limits, rates, and deduction updates to be noted. Included below are some of the key items for CCM clients to be aware of. Be sure to contact any member of our Tax Team with questions on how these changes may impact your integrated wealth management planning for 2019 or future years. NOTE: The information provided in this article is intended for clients of Carlson Capital Management. We recommend that individuals consult with ... [Continue Reading]

Investment Insight: The Impact of Fund Costs

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published October 17, 2018

One of the foundational underpinnings of our investment approach at CCM is the simple premise that “costs matter.” Over the last 30 years, the internal and execution costs of how we manage portfolios has dropped significantly. This has resulted in savings of hundreds of thousands of dollars for our clients. We are diligent in our analysis of costs relative to the value received by our clients. When investing in mutual funds, the costs of ownership matter. Importantly, these costs need to be ... [Continue Reading]

Questions to Consider for Year-End under the Tax Cuts and Jobs Act of 2017

Kevin Koski
Kevin Koski, CPA
Principal Tax Advisor
Published October 16, 2018

With the fourth quarter of the year upon us and given the many changes brought to bear by the Tax Cuts and Jobs Act of 2017, it is the opportune time to consider some very key questions as it relates to your 2018 taxes. The answers to these questions are critical in determining appropriate actions to take before the end of the year in order to optimize your tax situation. Will the total of your itemized deductions exceed the new higher standard deduction? The increase in standard deduction ... [Continue Reading]

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