Financial plans should be customized to meet each investor's unique financial goals.

President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.

Let's celebrate financial milestones and the strategies that were in place to support them.

CCM's investment strategy focuses on diversification and historical data to identify and leverage high performing segments of the market.

Current market conditions may have some investors prone to recency bias related to U.S. stock performance.

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.

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.

Here are five investment lessons that we learned, once again, in 2020.

A deeper look at comments made by Warren Buffett that underscore the importance of value investing.

An analysis of how current market conditions compare to those of 1999.

Why CCM believes international investing is a key part of a successful diversified portfolio.

Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.

With a historic IPO of $2 trillion, should investors race to grab a piece of this gigantic company’s stock?

March 9, 2009, is an important day in our shared history. It was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC).

Putting aside the “noise” that can distract investors, the evidence is conclusive—it is very, very difficult to choose individual securities or investment vehicles that beat a diversified portfolio’s return. Especially in times of volatility there can be an emotional desire to “do something” even when it is not supported by evidence and is certainly not in one’s best interest.

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

For investors deciding stock market exposure is appropriate, a disciplined approach with a long-term view is a more prudent course of action than reacting to new market highs.

A discussion about whether you should change your portfolio allocation to gain more exposure to companies that are touted in media headlines.

Market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.

Over the past two decades, there has been a steep decline in the number of U.S.-listed, publicly traded companies. What this means for investors.

The research we’d like to share today comes from Hendrick Bessembinder, Professor of Finance at Arizona State University.