Carlson Capital Management

Integrated Wealth Management

Menu 
  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA wholly-owned affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • Contact Us
      • Request a Conversation Contact us for a complimentary discovery meeting, or for a second opinion on your current financial plan.

         
        Request a Conversation

        Contact Our Team Quickly find the CCM team member who can help with your specific question or request.

         
          Client Servicing Contacts
          Our Team

        Contact Our Firm   Email Us
          Locations
          Careers
          Introduce CCM to Others
    • Locations
      • northfield

        Northfield
        11 Bridge Square
        Northfield, MN 55057
        507.645.8887

        Directions: Print | Map

        hastings

        Hastings
        118 4th Street East
        Hastings, MN 55033
        651.437.2360

        Directions: Print | Map

        bloomington

        Bloomington
        1700 West 82nd St, Suite 110
        Bloomington, MN 55431
        952.230.6700

        Directions: Print | Map

        rochester

        Rochester
        30 3rd St SE, Suite 201
        Rochester, MN 55904
        507.288.9797

        Directions: Print | Map

  • Client Login

Market Conditions

Articles and resources related to Market Conditions.

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]

Topics: Discipline, Diversification, Financial Planning, Investment Insight, Market Conditions, Market Volatility, Portfolio Management, Rebalancing

Investment Insight: Sticking with What Works–The World Cup, Brexit, and Investing

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published July 26, 2018

Although it may not be immediately apparent depending on where you’re reading this, much of the world is currently engrossed in the World Cup. The 2018 FIFA World Cup (including 64 total matches) is being hosted in cities throughout Russia, with the championship match to be played on July 15th. The largest tournament of the world’s most popular sport often takes over the lives of its fans – typically ranking as the most watched global event every four years. As a frame of reference, while the ... [Continue Reading]

Topics: Brexit, Discipline, Diversification, Investment Insight, Market Conditions, Portfolio Management

What the U.S. Open and Mutual Fund Investing Have in Common

James Michael Yaworski
James Michael Yaworski, CFA
Investment Research & Trading Specialist
Published June 1, 2018

The 118th U.S. Open Championship will be held this month at Shinnecock Hills Golf Club, located in New York. The second major tournament of the year is known for pairing an intensely competitive group of players with an extremely difficult golf course. Unlike most tour events, it’s not uncommon for the champion to be above par for the entire tournament. Although the world’s best golfers are attracted to the tournament for its storied tradition and the prestige of winning one of golf’s four ... [Continue Reading]

Topics: Discipline, Investment Insight, Market Conditions, Portfolio Management

A Historical Perspective on Market Conditions

Posted on May 10, 2018
 

In 2017, the U.S. stock market rose steadily, with the S&P 500 recording a rare feat of 12 straight positive monthly returns. By comparison, 2018 has essentially been a splash of cold water in the faces of investors. After strong returns early in the year, the market has see-sawed back and forth, ending the first quarter with a slight loss. It’s important that we view this recent volatility with perspective and understand just how unusual the market environment was in 2017. Arjun Sigamani, a ... [Continue Reading]

Topics: Market Conditions, Market Volatility

Investment Insight: In Like a Lamb, Out Like a Lion

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Published April 23, 2018

Although much of the Minnesota landscape is currently covered in a fresh blanket of snow, rearranging the order of the oft-quoted springtime idiom more aptly describes the first quarter behavior of equity markets than it does the weather. It was once again a reminder that the animal spirits of markets don’t always follow the seasons. The year began where 2017 left off, with global stock markets carrying their strong positive momentum into the new year. In fact, the S&P 500 index hit ten ... [Continue Reading]

Topics: Diversification, Investment Insight, Market Conditions, Market Volatility, Portfolio Management

  • 1
  • 2
  • 3
  • …
  • 6
  • Next Page →

DO NOT DELETE

News & Resources

  • Articles and Publications
  • CCM In the News
  • Recommended Reading

Topics

Active Management Alternative Investments Annual Returns Bond Portfolio Brexit CCM Women's Initiative Charitable Giving Dimensional Fund Advisors Discipline Diversification Economy Estate Planning Fiduciary Rule Fiduciary Standard Financial Advisors Financial Planning Financial Planning for Women International Investing Investment Insight Market Conditions Market Volatility Passive Index Funds Politics and Markets Portfolio Management Rebalancing Retirement Planning Tax Planning Tax Reform Trusts Women and Investing

Contact Us

Contact us for a complimentary discovery meeting or for a second opinion on your current financial plan.

Contact Us

Email Updates

To get email notifications when CCM posts new articles sign up here for content updates:

Quick Links

  • Our Team
  • Our Video Library
  • Our Services
  • Our Locations
  • Contact Us
  • Client Login

CCM In the News

  • CEFEX Renews CCM Certification for Fiduciary Excellence

  • CCM’s Estate Planning Platform Grows

  • CCM Expands Retirement Plan Services

  • CCM Honored as a 2018 Dakota-Scott Employer of Excellence

Recent Posts from CCM

  • Be Wary of Headline Investing

  • In Remembrance of John “Jack” Bogle: Democratizing the Financial Markets

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

  • Investment Insight: The Impact of Fund Costs

  • Home
  • News and Resources
  • Our Firm
  • Our Clients
  • Our Approach
  • Services
  • Disclosures
  • Client Login
  • Contact Us

Please review Important Disclosure Information related to this website.
 

© 2019 Carlson Capital Management, LLC, d/b/a Carlson Capital Management. Website by Computer Titan.