Articles and Publications

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

An Update from the Tax Team: Could There be Major Tax Reform in 2017?

Kevin Koski
Kevin Koski
Director of Tax Services
Published January 16, 2017

The November elections resulted in a Republican sweep of the White House, the U.S. House of Representatives, as well as the U.S. Senate—results that could very well set the landscape and build momentum for major tax reform in 2017. President-elect Trump and House Speaker Paul Ryan have each put forth initial proposals that have the potential of serving as platforms for major tax reform legislation. For this quarter’s update, we thought you might appreciate a summary of what we believe are the ... [Continue Reading]

Investment Insight: Measuring all of the Factors that Make Up a Year

Adam Hoffmann
Adam Hoffmann
Director of Investments & Research
Published January 13, 2017

As the new year begins, one of the most common questions I’m asked in my role at the firm is, “What do you think about 2016? Was it a good year?” In this context, the question typically refers to the year from an investing perspective. However, assigning a letter grade or a broad ranking to the span of a year doesn’t necessarily align with the depth of our experience and how the world’s events impact our lives. Categorizing a year as exclusively good or bad can overlook the complexity of events ... [Continue Reading]

WSJ features Dimensional Fund Advisors in “The Active-Passive Powerhouse”

James Yaworski
James Yaworski
Investment Research & Trading Specialist
Published December 6, 2016

As an independent RIA, Carlson Capital Management is free to select the partners that we believe will best serve our clients. One of those partners is Dimensional Fund Advisors, a mutual fund company that provides us with access to exclusive global equity and fixed income funds on behalf of our clients. The relationship between CCM and Dimensional has remained strong for more than eighteen years, and we attribute this to a number of factors. Among those factors are the success of Dimensional’s ... [Continue Reading]

Market Conditions Update to CCM Clients: Tuesday’s Election Outcome

James Yaworski
James Yaworski
Investment Research & Trading Specialist
Published November 9, 2016

While, as we write, broad equity markets are performing significantly better than futures markets had indicated they would last night, we still wanted to reach out regarding yesterday's election results and the related short-term market impact. Certainly the impact of the election carries with it a vast array of implications for the U.S. and the world. We want to be very cognizant in recognizing that and pointing out that our focus today for this message, and our activities today at CCM, are ... [Continue Reading]

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