Diversification
Articles and resources related to Diversification.
Why Do We Invest?
August 22, 2022
Financial plans should be customized to meet each investor's unique financial goals.
Reflections on Ukraine: Fight, Flight, Freeze, or Fulfill
February 28, 2022
President Justin Stets reflects on how CCM will serve wealth management clients in the face of the crisis in Ukraine.
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.
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.
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.
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.
Lessons (Re)Learned
January 15, 2021
Here are five investment lessons that we learned, once again, in 2020.
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.
The Case for Global Investing (VIDEO)
June 18, 2020
Why CCM believes international investing is a key part of a successful diversified portfolio.
Value Stocks and Recent Performance (VIDEO)
May 21, 2020
Insights on the recent underperformance of value stocks and why investors should also account for company profitability when constructing portfolios.
Investment Insight: A Ten-Year Look Back
May 2, 2019
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).
The Evidence-based Value of Owning a Globally Diversified Portfolio
January 25, 2019
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.
In Like a Lamb, Out Like a Lion
April 23, 2018
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.
Sticking With Your Investment Approach in the Tough Times
November 2, 2017
Market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.
Investment Insight: True Diversification and Why it's Important
April 21, 2017
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.