Carlson Capital Management

We recently celebrated two big honors on one day: our recognition as an RIA Team of the Year Excellence Awardee from InvestmentNews, and being named a Star Tribune Top Workplace in Minnesota for the fourth year in a row.   We’re grateful to our colleague-owners for living out our values in their work, and grateful to our clients for the trust they place in us. What a privilege it is to live out our vision to enrich the lives of our clients and colleagues.   We’re looking forward to continued excellence in the second half of 2024! DISCLOSURES 2024 is the first year of the InvestmentNews awards in which the publication is honoring financial advisors, wealth professionals, and key executives in financial services. The methodology for the awards can be found at: https://lnkd.in/ekP4Tbrc. InvestmentNews engaged an independent judging panel to assess and vote for winners in each category. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM did pay for employee representatives of the firm to attend the award event in June of 2024.   The criteria for the Star Tribune's Top Workplace award can be found at: https://lnkd.in/gq6XJAaM. The Star Tribune partnered with an independent organization, Energage, to conduct the research and administer employee surveys in order to determine awardees. The Star Tribune independently honored CCM. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM did not pay to promote the award. CCM did pay for employee representatives of the firm to attend the award event in June of 2024.

We are living through the worst bond market selloff in the past 100 years. Fortunately, CCM’s client-centered approach has meant that our clients have largely avoided the negative effects of this episode. Read thoughts from Senior Investment Strategist and Portfolio Manager James Yaworski, CFA, on how we’re helping reduce risk in these challenging conditions. https://lnkd.in/gjJZCPtS

One of the privileges of an advisor’s work is being able to see many estate planning documents, and to appreciate the thought and care put into them. Betsy England, CFP® describes some examples of estate plan provisions used to express love for those left behind. #estateplanning https://lnkd.in/gbpm5zdV

InvestmentNews Awards has named the Carlson Capital Management team an excellence awardee for the RIA Team of the Year award. CCM’s nomination honors the firm’s commitment to stewardship and innovation, consistent themes woven into the organization’s 35-year history to help families use their wealth to accomplish what is most important to them. Read more on our site. https://lnkd.in/gT9EQSr9 ### 2024 is the first year of the InvestmentNews awards in which the publication is honoring financial advisors, wealth professionals, and key executives in financial services. The methodology for the awards can be found at https://lnkd.in/ekP4Tbrc. InvestmentNews engaged an independent judging panel to assess and vote for winners in each category. CCM did not pay a fee to receive this award or receive any compensation for this award. CCM is paying for employee representatives of the firm to attend the award event in June of 2024.

It’s wedding season! Read insights from Ben Carlson, CFP® on important financial planning to-dos after you say “I do.” While these items may not feel romantic, they’re an important step in putting your vows into action. https://lnkd.in/gCJZC5jn

Despite our good intentions, it’s not always easy to give charitably. If you have a goal to increase your giving, the field of behavioral finance offers some strategies to help you reach it. Check out these helpful ideas from Kim Wurl, CFP®. #philanthropy #charitablegiving #financialplanning https://lnkd.in/gqtktNM4

Cabin season has arrived! Because family cabins are such a treasured asset, it’s critical to plan early and communicate well about how they’ll be passed down, transferred, or sold. Jason Kley, CFP®, AIF®, MBA, outlines a few strategies in our article. #estateplanning #vacationhomes https://lnkd.in/gEaWwtjv

At CCM, we have walked alongside many families struggling with dementia, and we’ve identified three important steps to take if a loved one begins showing signs. Read more from Callie Geist, CFP®, JD, MBA. https://lnkd.in/etpfnY_V

CCM colleagues recently had a great day volunteering with Junior Achievement North in St. Paul, helping middle schoolers practice their skills in budgeting and saving. JA Finance Park is an experiential program that challenges students to practice family and income scenarios with mentorship from volunteers. The day includes simulations of banking services, investment decisions, family budgets and more—an outstanding foundation in #financialliteracy for students!

Were your taxes “just right” this year? The recent rise in interest rates has made it more important than ever to understand the rules around how much you are required to pay in taxes over the course of the year. Read more from Kevin Koski, CPA. #taxplanning https://lnkd.in/g9ABFDDW