Financial Planning

Articles and resources related to Financial Planning.

Investment Insight: The Evidence-Based Value of Owning a Globally Diversified Portfolio

Gregory Carlson
Gregory Carlson, CFP®
CEO and Founder
Published January 25, 2019

As we all observed and experienced, the close of 2018 brought an unsettling time in the equity markets. Markets historically don’t respond favorably to uncertainty, be it financial, political or social, and recent volatility appears to be tied to a host of uncertainties. Many individual investors react to uncertainty based on emotion, even though we’ve seen throughout the history of the market how important it is that investors don’t allow emotion to influence decisions. Throughout recent market ... [Continue Reading]

An Update from the Tax Team: Key Tax Figure Updates for 2019

Kevin Koski
Kevin Koski, CPA
Principal Tax Advisor
Published January 17, 2019

As the new year begins it brings many important tax-related limits, rates, and deduction updates to be noted. Included below are some of the key items for CCM clients to be aware of. Be sure to contact any member of our Tax Team with questions on how these changes may impact your integrated wealth management planning for 2019 or future years. NOTE: The information provided in this article is intended for clients of Carlson Capital Management. We recommend that individuals consult with ... [Continue Reading]

Questions to Consider for Year-End under the Tax Cuts and Jobs Act of 2017

Kevin Koski
Kevin Koski, CPA
Principal Tax Advisor
Published October 16, 2018

With the fourth quarter of the year upon us and given the many changes brought to bear by the Tax Cuts and Jobs Act of 2017, it is the opportune time to consider some very key questions as it relates to your 2018 taxes. The answers to these questions are critical in determining appropriate actions to take before the end of the year in order to optimize your tax situation. Will the total of your itemized deductions exceed the new higher standard deduction? The increase in standard deduction ... [Continue Reading]

Retirement Planning: Reflecting on the Journey

Callie Geist
Callie Geist, CFP®, J.D., MBA
Integrated Wealth Advisor
Published July 23, 2018

Co-Authored by Katy Vermeer Retirement planning involves a multi-faceted analysis that requires a combination of data gathering, quantitative and qualitative analysis, and discernment. It is an on-going process that offers peace of mind to our clients as their life goals evolve. As people approach their retirement years the number one question advisors are often asked is, “Do I have enough?” While the internet offers a host of formulas, calculators, and rules of thumb to answer this ... [Continue Reading]

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