Articles and Publications

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

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

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
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]

An Update from the Tax Team: The Tax Cuts and Jobs Act of 2017

Kevin Koski
Kevin Koski, CPA
Principal Tax Advisor
Published January 15, 2018

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act. The changes in the Act represent the most sweeping change to the U.S. tax code in many years and impact individuals and businesses on a level not seen in over 30 years (since 1986, when the Internal Revenue Code was amended). This quarter, we wanted to provide you with a summary of the most relevant provisions. Two additional resources, including the full 570 page report from the Conference Committee, can be found ... [Continue Reading]

Investment Insight: Sticking with Your Investment Approach in the Tough Times

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published November 2, 2017

During our recent client event presentation at the Minnesota History Center, we discussed the importance of asking good questions. In a world in which most of us carry around small computers in our pockets that are capable of tapping into a seemingly infinite pool of data and information that is the internet, the value of the answers we find corresponds directly with the quality of the questions we ask. When exploring answers for many commonly asked financial questions, the risk that one faces ... [Continue Reading]

Financial Lessons and Key Discussions with Children and Grandchildren

Jason Kley
Jason Kley, CFP®, AIF®, MBA
Director of Financial Planning & Senior Integrated Wealth Advisor
Published October 27, 2017

Like many parents, I want to help my children achieve success as much as possible. That success comes in many different forms – physically, mentally, emotionally, spiritually, and financially. I want to be able to give my kids enough to help them, but not so much so that it’s detrimental. Many times it is a balancing act knowing how much to assist – while providing them with the right amount of independence. When it comes to finances, there are many teachable moments throughout a child’s life ... [Continue Reading]

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