Investments
Is your financial advisor speaking with your CPA?
November 20, 2024
Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning.
The Confluence of the Presidency and Your Portfolio
September 24, 2024
How will the results of the election impact your portfolio? By zooming out, we see discipline is key, regardless of who holds the White House.
How CCM is Protecting Clients During the Bond Market Selloff
June 11, 2024
We are living through the worst bond market selloff in the past 100 years. Read how CCM’s approach has helped clients largely avoid the negative effects.
Slow and Steady
April 18, 2024
The first quarter of 2024 ended strong, fueled by slow and steady gains in equity markets. See what trends we’re monitoring as the year continues.
2024: What We Know
March 6, 2024
2023 market returns were very different from 2022. A look at mega-cap stocks illustrates the importance of taking the long view.
The Rise of ETFs
October 24, 2023
The use of exchanged-traded funds in portfolios is on the rise. Take a look at the trend and learn more about the strengths of ETFs.
Records and Resets
January 20, 2023
The market is constantly changing and we've highlights the changes. Read more to understand how "This too shall pass".
You Must Be Present to Win
December 8, 2022
A mantra that reinforces the value of committing to a disciplined investment strategy.
Why Now? Context for Recent Volatility.
September 28, 2022
Whenever there is volatility, it's helpful to ground the emotions we may feel in context.
Managing Through Current Events and Related Volatility
May 23, 2022
Three things to keep in mind in the midst of stock market volatility.
What Curves Lie Ahead?
April 21, 2022
What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.
Volatility: Our Constant Companion
March 24, 2022
With the right strategy, volatility doesn't have to compromise your goals.
Interest Rates: How Recent Changes Are Impacting Portfolios (VIDEO)
February 25, 2022
A look at historical interest rate data and how current interest rates are impacting portfolios.
Reasons to Sell(ebrate)
January 21, 2022
Let's celebrate financial milestones and the strategies that were in place to support them.
Conversations With the CCM Team: Portfolio Enhancements (VIDEO)
November 18, 2021
CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.
All-Time Highs: What the Past Can Tell Us About the Future (VIDEO)
September 23, 2021
Context for 2021 market performance and how investors can best influence performance.
Recognizing Recency Bias in Investing
August 19, 2021
Current market conditions may have some investors prone to recency bias related to U.S. stock performance.
Let’s Talk About Inflation
July 22, 2021
Inflation is a hot topic in today's headlines. Here's our view on what matters most.
Investing's Free Lunch (VIDEO)
June 1, 2021
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: Leveraging Yield Curves in Your Portfolio
April 22, 2021
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
One Year Ago Today
March 23, 2021
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.
Is Gold the Best Way to Protect Against Inflation Risk?
March 10, 2021
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Lessons (Re)Learned
January 15, 2021
Here are five investment lessons that we learned, once again, in 2020.
Tax-loss Harvesting: A Year-round Tax-planning Strategy (VIDEO)
December 17, 2020
How CCM leverages tax-loss harvesting to improve clients’ total financial plans.
Don't Call it a Comeback
December 2, 2020
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.
When Politics and Investments Collide
October 22, 2020
Two of the most common questions related to investing during this election season.
Conversations With CCM: Déjà Vu—2020 or 1999?
September 18, 2020
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
Déjà Vu—2020 or 1999?
September 9, 2020
An analysis of how current market conditions compare to those of 1999.