A new video from CCM Chief Investment Officer Adam Hoffmann, CFP®, AIF®, discusses historical interest rate data as well as current interest rate trends and how recent changes are impacting portfolios. In it, he reviews CCM’s diversified, value-focused investment strategy, which is intentionally designed to safeguard clients’ financial goals in the midst of inflation and volatility. Watch the video. »
NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.