Carlson Capital Management

Evidence-Based Investing

CCM — Fri, 05 Mar 2010 16:17:49 +0000

Evidence-Based Investing: A Scientific Framework for the Art of Investing
This paper, co-authored by principal, Greg Carlson, provides a framework for applying an evidenced-based approach to informed investing.

Fiduciary Matters

CCM — Tue, 02 Mar 2010 12:05:41 +0000

Fiduciary Matters
What does it mean to be a fiduciary? CCM principal, Justin Stets, co-authored this paper outlining the role of a fiduciary in a wealth advisory relationship.

Currency Risk

CCM — Mon, 01 Mar 2010 15:53:41 +0000

The Role of Currency in a Globally Diversified Portfolio
In this "From the Desk Of" article CCM Investment & Research Analyst, Adam Hoffmann, discusses the topic of currency risk and the effect of fluctuating currency values on a portfolio.

35C magazine: A Wealth of Success

CCM — Fri, 18 Dec 2009 14:26:50 +0000

Carlson Capital Management is featured with cover story in 35C magazine: A Wealth of Success.

Tax Planning Strategies and Opportunities

CCM — Wed, 02 Dec 2009 15:17:17 +0000

December 3, 2009 "Tax Planning Strategies & Opportunities" Town Hall Meeting

The Art and Science of (Re)balancing your Portfolio

CCM — Thu, 08 Oct 2009 20:35:54 +0000

October 14, 2009 "The Art and Science of (Re)balancing your Portfolio" Town Hall Meeting

Wealth Manager and Financial Advisor Annual Rankings

CCM — Thu, 23 Jul 2009 20:45:16 +0000

Despite a challenging economy, CCM again earns accolades as a Top Registered Investment Advisor in Wealth Manager and Financial Advisor magazine's annual rankings.

CCM Director of Case Design-Wealth Transfer published in National Underwriter

CCM — Fri, 12 Jun 2009 15:15:47 +0000

CCM Director of Case Design-Wealth Transfer, Jeremy Green, is published in National Underwriter, discussing the non-tax benefits of intentionally defective trusts.

CCM recognized among Minnesota’s Five Star Wealth Managers

CCM — Thu, 12 Feb 2009 20:28:30 +0000

CCM Principals are recognized among Minnesota's Five Star Wealth Managers; a list representing just 7% of wealth managers in the Twin Cities area.

Schwab Town Hall Meeting

CCM — Thu, 05 Feb 2009 13:35:18 +0000

February 5, 2009 "Is Your Money Safe?" Town Hall Meeting