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]
Articles and Publications
A library of topical publications and articles written by CCM team members specifically for our clients.
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]
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]
Although it may not be immediately apparent depending on where you’re reading this, much of the world is currently engrossed in the World Cup. The 2018 FIFA World Cup (including 64 total matches) is being hosted in cities throughout Russia, with the championship match to be played on July 15th. The largest tournament of the world’s most popular sport often takes over the lives of its fans – typically ranking as the most watched global event every four years. As a frame of reference, while the ... [Continue Reading]
Co-Authored by Katy Vermeer Retirement planning involves a multi-faceted analysis that requires a combination of data gathering, quantitative and qualitative analysis, and discernment. It is an on-going process that offers peace of mind to our clients as their life goals evolve. As people approach their retirement years the number one question advisors are often asked is, “Do I have enough?” While the internet offers a host of formulas, calculators, and rules of thumb to answer this ... [Continue Reading]