David Swensen Leaves a Lasting Legacy
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.
Five Little-known Facts About 529s
Now is an ideal time to examine your educational savings strategies, including a 529 plan.
Is Significant Tax Reform Coming?
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: Leveraging Yield Curves in Your Portfolio
Bonds provide stability, and leveraging the yield curve can allow for the capture of more attractive returns.
Justin Stets Named Notable Leader in Finance
Carlson Capital Management President Justin Stets, AIF®, was named by Twin Cities Business as a Notable Leader in Finance.
One Year Ago Today
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.
Meet Selene Serkland
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
Highlights of the American Rescue Plan Act (ARPA) of 2021
The ARPA includes several temporary, but significant, tax-relief provisions.
Is Gold the Best Way to Protect Against Inflation Risk?
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Conversations With the CCM Team: Women and Money (VIDEO)
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
2020 Learnings and Highlights
Learnings and highlights from 2020 that have deepened our well of experience for clients.
Highlights of the Most Recent COVID-19 Relief Bill
More information about how the Consolidated Appropriations Act of 2021 may impact you.
A Family Meeting: One of the Best Things You Can Do for Your Family in 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Lessons (Re)Learned
Here are five investment lessons that we learned, once again, in 2020.
Tax-loss Harvesting: A Year-round Tax-planning Strategy (VIDEO)
How CCM leverages tax-loss harvesting to improve clients’ total financial plans.
Don't Call it a Comeback
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.
Suddenly Single and Managing Wealth
Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.
When Politics and Investments Collide
Two of the most common questions related to investing during this election season.
CCM Included in Financial Advisor Magazine's 2020 RIA Ranking
Financial Advisor magazine has included Carlson Capital Management in its 2020 RIA Ranking.
The Billionaire Who Wanted to Die Broke ... Is Now Officially Broke
Mr. Feeney may be the world's best example of someone using their wealth to accomplish what is most important to them.
Conversations With CCM: Déjà Vu—2020 or 1999?
A deeper look at comments made by Warren Buffett that underscore the importance of value investing.
Déjà Vu—2020 or 1999?
An analysis of how current market conditions compare to those of 1999.
Dementia-friendly Wealth Management
Three important wealth management steps to take upon noticing signs of dementia.
How Have Election Outcomes Affected Market Performance? (VIDEO)
What history shows us about equity market performance and election outcomes.
Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
CCM Named a 2020 Financial Times 300 Top RIA
Carlson Capital Management (CCM) has been named to the 2020 list of the Financial Times 300 Top Registered Investment Advisers.
Considerations When Selecting a Trustee
One of the most consequential decisions in estate planning is who to name as trustee.
A Historical Perspective on Investment Premiums
We often talk about investment premiums—characteristics of companies whose stocks have historically outperformed. Here's a closer look at the size premium.
A Tale of Two Quarters … and the 160 Prior
2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline.
Images to Help Navigate a "Scary" Stock Market
Carl Richards' creative sketches remind us of what to focus on during volatile market activity.