In the latest Conversations With the CCM Team video, titled Portfolio Enhancements, CCM CEO Greg Carlson, CFP®, and Senior Investment Strategist James Yaworski, CFA, discusses CCM’s continued emphasis on diversification and historical data that supports an enhanced strategy to identify and leverage high performing segments of the market. Watch the video. »
Conversations With the CCM Team is an interview-style video series that features and introduces advisors and specialists from throughout the firm, while providing greater insights into concepts related to the various disciplines of integrated wealth management. In lieu of being able to see you in person right now, we’re publishing a wide variety of content and appreciate longer conversations, such as this one, to connect with clients more deeply.
More information on this subject from CCM colleagues can be found here, along with a curated list of recently published industry articles.
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 concerning specific investment, accounting, tax, and legal matters before taking any action.