David Swensen, who pioneered the endowment method of investing, aligning the unique characteristics of endowed assets with strategies that deliver superior growth over time, passed away this week.
Now is an ideal time to examine your educational savings strategies, including a 529 plan.
With the American Rescue Plan Act of 2021, there's a shift to reforming tax code. We're paying attention, as it may have tax and estate planning implications.
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
Carlson Capital Management President Justin Stets, AIF®, was named by Twin Cities Business as a Notable Leader in Finance.
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.
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
The ARPA includes several temporary, but significant, tax-relief provisions.
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
Learnings and highlights from 2020 that have deepened our well of experience for clients.
More information about how the Consolidated Appropriations Act of 2021 may impact you.
An effective family meeting can become a family bonding experience that pays dividends for many years.
How CCM leverages tax-loss harvesting to improve clients’ total financial plans.
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.
Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.
Two of the most common questions related to investing during this election season.
Financial Advisor magazine has included Carlson Capital Management in its 2020 RIA Ranking.
Mr. Feeney may be the world's best example of someone using their wealth to accomplish what is most important to them.
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
Three important wealth management steps to take upon noticing signs of dementia.
What history shows us about equity market performance and election outcomes.
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
Carlson Capital Management (CCM) has been named to the 2020 list of the Financial Times 300 Top Registered Investment Advisers.
One of the most consequential decisions in estate planning is who to name as trustee.
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.