Stock and bond markets across the globe have been quite active since the beginning of 2022, working to process the everchanging events unfolding in real time. The war raging in Ukraine and the ripple effects across the world on global trade and political relations, continued rates of inflation in the U.S. not seen in decades, a strong, yet complex job market affecting workers and employers in differing ways, and the interconnectedness of all of these and the way in which the Federal Reserve Bank ... [Continue Reading]
Articles and resources related to Investor Returns.
Headlines are crafted with a goal of grabbing your attention. They are designed to get you to buy, click, or react. And they often do this not by focusing on topics that engage the areas of your brain responsible for logic and reason, but rather the more primal elements of greed and fear. Even armed with that knowledge, their siren song is hard to resist. Take for example the widely discussed financial topic of the moment—inflation. Reading headlines like, “The Specter of ... [Continue Reading]
Diversification is a critical component of CCM's investment strategy. In this video, Investing's Free Lunch, Adam Hoffmann, CFP®, AIF® discusses why intentionally giving up some return to reduce risk can result in a higher-yielding portfolio in the long-run. NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice ... [Continue Reading]
Many market commentators are clamoring over the recent performance of markets as they respond to positive vaccine news and clarity around the outcome of our presidential election. These events have driven stock markets higher, notably small value stocks. Using Russell index data, we’ve seen small value companies rise 23.6% from October 1 through November 30, while large growth stocks have risen by 6.5%. 1 This outperformance of small value by 17.1% over such a short period has commentators ... [Continue Reading]
For many pundits, year-end market reflections are an opportunity to rewrite the past. It’s not uncommon for revisionist versions of previously made comments to emerge. It’s freeing and liberating to not live in that world. Accepting that we cannot predict the future and that hindsight is no replacement for foresight when it comes to building an integrated and customized financial plan is what truly leads one down a successful path. If you recall where global markets were in late December ... [Continue Reading]