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Making Every Relationship More valuable
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Word count: 2,481 words, Reading time: 9.9 minutes"Community Impact Wealth Management Institutional Investors About Us Insights Let's Talk Making Every Relationship More valuable At Carlson Investments, we do more than build valuable portfolios. We build more valuable relationships—ones that create assurance through financial acumen and human intelligence. value How we create value expand_less expand_more Seasoned professionals When you’ve been faced with similar situations before and have all the data and facts you need, you’re not making guesses, you’re using expert intuition. And since none of the portfolio managers at Carlson Investments have fewer than two decades of experience, that’s exactly what we do. Organizational stability Founded in 1989, employee-owned, and rooted in independence, we understand that building long-lasting relationships with our clients starts with long-lasting relationships inside the walls of our close-knit team. Proprietary research The research we create here is time-tested and unique, and we let it take us to wherever the best risk-reward ratio lies. Access and service This is not a faceless institution, and you are not an account number. The advisor you meet on Day 1 could be the person who does your annual review in Year 10. Therefore, you’ll always have a clear view of what’s happened, what’s in progress, and what’s to come. Planning success Our independent insights and experience allow us to deliver the kind of results that keep clients coming back. 70% of our clients have been with us an average of 10+ years. Our Firm Who we are Over the past 34 years, we’ve found that most people don’t want products and programs from their financial advisors. They want positive experiences and positive outcomes. At Carlson Investments, we see ourselves as more than financial managers. We’re peace-of-mind managers.Carlson Investments is a fully independent, fee-only registered investment advisor. Here’s what that means in plain English: Fully Independent We’re not tied to any brand or group of investment products or services. That means we work for you—and only for you. Fee-Only Unlike commission-based advisors, we don’t make money based on how much of something we can sell you. You pay us a simple, transparent fee to protect and grow your assets, so we only do well when you do well. Registered Investment Advisor (RIA) RIAs have a fiduciary duty that legally requires us to keep the best interests of our clients in mind at all times, and always act accordingly. Is the person you are working with held to that standard? Investment Insights chevron_left chevron_right Continue Reading arrow_right_alt 3 Essential ETF Investment Considerations Over the past 20 years, we’ve seen the proliferation of exchange-traded funds (ETFs) and their disruptive forces across global financial markets. As of the end 2022, global ETF assets under management (AUM) reached $9.6 trillion, up from $204 billion in 2003. (Statista) ETF AUM has grown at about a 15% CAGR here in the U.S. since 2010. (OliverWyman) Continue Reading arrow_right_alt 3 of Our Favorite Engaging (and Not Stuffy) Financial-Related Books & Why Yes, we believe everyone should have a financial advisor they can turn to as a guide and sounding board. But we also believe that when it comes to your finances, soaking up knowledge and insights from a range of perspectives is vital! Check out three engaging and enlightening financial-related books touching on topics like financial independence, investing, and economics. Continue Reading arrow_right_alt 4 Crucial Financial Steps to Take When You Lose Your Job Losing a job can present many challenges and significantly impact your future retirement goals. We understand that this experience can be uncertain and scary, but remember, you are in control. Start by taking a breath. Then, follow these steps to get a good handle on what you will face and help reduce stress by putting a plan in place. Continue Reading arrow_right_alt 401(k) Employer Matching: Sometimes There Really is a Free Lunch A 401(k) contribution match is one of the best benefits an employer can offer—it’s essentially free money for your future (or, as we like to call it, a free lunch)! Continue Reading arrow_right_alt 401(k) Rollovers: Not Just for Retirees 401(k)s can streamline retirement savings by taking advantage of the automated payroll deduction and employer match. However, as you get closer to retirement, a 401(k) may not be the most beneficial type of account. That’s why reviewing your options early based on your financial and retirement goals is a good idea. Continue Reading arrow_right_alt A Guide to International Investing According to Charles Schwab, 85% of U.S. investors have “home country” bias in their portfolios, meaning the vast majority of their stocks and bonds are from U.S.-based companies. Continue Reading arrow_right_alt A Strong Dollar Means Summer Vacation Deals If you’ve followed the market, you’ve watched the U.S. Dollar (USD) gain strength for the last several months. Let’s examine the impact of the strong dollar and what it could mean for your summer travels. Continue Reading arrow_right_alt Banking Turmoil – White Paper The asset side (loans specifically) of bank balance sheets are in great shape. Very few loans are in default. We believe regulators are taking a pro-active, market-based solutions approach towards the bank deposit issues. Continue Reading arrow_right_alt Bonds are Back: Your Primer on the Bond Market Bonds can be a great tool if you’re looking to balance your portfolio by diversifying your investments and reducing volatility. Continue Reading arrow_right_alt Carlson Quarterly – Q1 2023 Everyone loves a fresh start and after a nasty 2022, markets got off to a strong start in the first quarter of 2023 in the face of investor concerns around recession and inflation risks. Continue Reading arrow_right_alt Carlson Quarterly – Q1 2024 The equity rally off the October 2023 continued into the first quarter of 2024 as the S&P 500 rallied to new all-time-highs with a gain of 10.16%. Continue Reading arrow_right_alt Carlson Quarterly – Q2 2023 The market continues to rally in the face of an endless “Wall of Worry” as the U.S. stock market delivered more gains during the second quarter of the year. Continue Reading arrow_right_alt Carlson Quarterly – Q2 2024 In the second quarter of 2024, the U.S. market demonstrated notable resilience and strength as the S&P 500 experienced substantial gains, driven primarily by the technology and communications sectors, with Mega-cap stocks leading the charge as companies race to be the dominant AI provider. Continue Reading arrow_right_alt Carlson Quarterly – Q3 2023 Following a robust second quarter, the stock market extended its gains into July, driven by strong corporate earnings and an expanding market multiple. Continue Reading arrow_right_alt Carlson Quarterly – Q3 2024 The third quarter of 2024 started with an increase in volatility as the yield curve started to un-invert after being inverted the last two years. Continue Reading arrow_right_alt Carlson Quarterly – Q4 2023 A request for reduced borrowing needs by Yellen’s Treasury quickly followed by a shift in tone regarding additional FOMC rate hikes by Jay Powell led to a massive Q4 rally in stocks to end 2023. Continue Reading arrow_right_alt Cash Management Matters – White Paper Ever since the Federal Reserve first raised the federal funds rate in March 2022, “cash management matters again” for individuals. Continue Reading arrow_right_alt Cash Management Matters — White Paper Ever since the Federal Reserve first raised the federal funds rate in March 2022, “cash management matters again” for individuals. Continue Reading arrow_right_alt Dividends Matter — White Paper Total return is an important metric of equity performance that investors often overlook. The total return of an equity investment is a combination of its capital appreciation or depreciation and the dividend received. Continue Reading arrow_right_alt Election Year Dynamics: What Investors Need to Know With the election right around the corner, clients often ask us about the implications for their investment portfolios. As changes in the political order can impact policy and society, it’s natural to assume that election outcomes may significantly affect financial markets. Continue Reading arrow_right_alt How Expensive is Your 401(k) Plan? Whether you are considering enrolling in a new 401(k) plan or you’re assessing your existing plan, researching and understanding fees could make a significant difference in your future retirement. It’s never too late to take control and strengthen your assets. Continue Reading arrow_right_alt How to Start a Budget: Because Budgeting = Awareness! While budgeting seems very constraining, knowing where your cash goes can also be viewed as an awareness practice. Consider that even the super-wealthy take the time to generally understand their cash flows. Continue Reading arrow_right_alt HSA vs. FSA: Which Medical Spending Account is Right for Me? The end of the year is approaching, which means it’s time to start making many important financial decisions for 2024. This will likely include evaluating benefits you receive from your employer, and there’s one perk that many individuals overlook: tax-advantaged medical spending accounts. Continue Reading arrow_right_alt Identity Theft: What It Looks Like + 8 Ways to Protect Yourself Unfortunately, identity theft is up 584% over the last 20 years, according to Consumer Affairs. With so much business and banking done online, bad actors have numerous opportunities to steal sensitive information such as social security numbers (SSNs), data from social media profiles, credit cards, and bank accounts. Continue Reading arrow_right_alt Lending Money to Adult Children: The Dos and Don’ts In some circumstances, a loan to an adult child might be a good solution for both the parent and their child. Check out the benefits and mistakes to avoid, along with some tips for navigating this sensitive situation. Continue Reading arrow_right_alt Mid-Year Tax Planning: Why Review Your Taxes & Finances in June? Very few people enjoy the “puzzle” that is taxes. While the tax code may be a puzzle, it can be profitable if you understand the rules and maximize your tax savings. Plus, the more you plan, the more you can avoid the stress of tax preparation after the year is over. Continue Reading arrow_right_alt Planning for Retirement: You’re Never Too Young When it comes to retirement planning, there is no better time to start than today! We push off many things until tomorrow, like laundry or grocery shopping. After all, we’ll get to it later, right? And that may be fine regarding simple errands. However, financial planning for your retirement should NOT be one of those things you put off. Continue Reading arrow_right_alt Putting Debt on Ice: Debt Payment Strategies The average person's debt takes many forms. It can include credit cards, auto loans, mortgages, school loans, and personal loans. According to Business Insider, the average debt in America was $104,215 across mortgages, auto loans, student loans, and credit cards in Q1 2024. Continue Reading arrow_right_alt Qualified Charitable Distribution (QCD): What is It + How Does it Work? Part of planning for retirement is considering your IRA distributions and management. One tool that can offer significant savings and tax benefits while allowing you to do good is a qualified charitable distribution (QCD), a direct transfer from an IRA account made payable to a qualified 501(c)(3) charity. Continue Reading arrow_right_alt Quick Guide to Inflation + How to Protect Your Assets Inflation is the increase in prices of goods and services across the board. Although it often has a negative connotation, a little inflation is integral to a healthy economy. Rising prices can mean higher revenue and earnings for businesses—if they can raise prices to keep up with their costs. Continue Reading arrow_right_alt Stock Investing for Novices Are you just starting to explore the opportunities and intricacies of the stock market? Investing in stocks can be daunting for beginners, but with the right approach, it can be a rewarding journey toward financial security and knowledge. Continue Reading arrow_right_alt Summer Financial Bucket List Summer is here, meaning we’re more than halfway through the year! Now is the perfect time to review your financial situation and adjust as needed. Continue Reading arrow_right_alt Tax-Wise Investing in Your Regular Taxable Brokerage Account We all know there are two guarantees in life: death and taxes. The government inevitably receives some form of tax revenue from your investments. There are two types of taxes levied upon the sale of a security (i.e., stock, bond, mutual fund, or ETF), known as long-term and short-term capital gain taxes. Continue Reading arrow_right_alt The Importance of the TOD and JTWROS Designations Many people have heard about the nightmares in dealing with probate after coping with the loss of a loved one. Fortunately, there are ways to avoid these headaches and speed up the process. Learn about Transfer on Death (TOD) and Joint Tenants with Right of Survivorship (JTWROS) designations. Continue Reading arrow_right_alt The Retirement Spending Smile: What It Is & How It Affects Your Future When it comes to retirement spending, many people—including advisors—start with an assumed retirement income goal and project that amount plus inflation over the lifetime of the retiree. When you look at the statistics and gauge actual future retirement expenses, however, it’s clear this cookie-cutter approach isn’t accurate. Continue Reading arrow_right_alt Time in the Market: Not “Timing” the Market As an investor, you must understand how long you should stay in the stock market based on your long-term goals. Unfortunately, many make the mistake of focusing on short-term rewards, jumping in and out of the market quickly based on the performance of near term events. Continue Reading arrow_right_alt Traditional vs. Roth IRAs: Determining Your Ideal Retirement Account When evaluating your retirement account options, one of the first things you’ll need to do is decide between a Traditional and a Roth IRA. Each offers its own benefits and has specific requirements. So, which type of IRA is right for you? Continue Reading arrow_right_alt Understanding Your 401(k) Choices: Traditional vs. Roth You already know that when it comes to employee benefits, you have a choice in your healthcare plan. And now, more employers are giving employees options regarding 401(k)s! Continue Reading arrow_right_alt What is Asset Allocation? The First Step to Protecting Your Portfolio You’ve heard of it and have a general idea that it’s something you should be doing. But what is asset allocation, exactly? Continue Reading arrow_right_alt What to Look for When Selecting a Registered Investment Advisor (RIA) “How are you compensated?” If you’re in the market for a new registered investment advisor (RIA), this is one of the most important questions you can ask prospects. Continue Reading arrow_right_alt What You Can Learn from Estate Planning Book “In Case You Get Hit by a Bus” In Case You Get Hit by a Bus: How to Organize Your Life Now for When You're Not Around Later is one of our favorite financial books. In fact, we found it so valuable that our team decided to showcase it. Continue Reading arrow_right_alt Where There’s a Will, There’s a Way: Leaving an Estate It’s time to talk about a difficult subject. The day will come when you are no longer living. During this time of grief, the last thing your loved ones will want to worry about is money and executing your will. The goal is to have the transfer process be as frictionless as possible—and that’s where effective estate planning comes in. Continue Reading arrow_right_alt Why All Cap Equity? — White Paper An All Cap Equity Strategy provides core equity exposure in a simple and straightforward portfolio. Continue Reading arrow_right_alt Why Consolidate Your Retirement Plans? 7 Key Questions, Answered Everyone needs a plan—whether you’re a football coach before the big game, a college student trying to get through finals, or someone striving for a comfortable retirement. And it’s much easier to stay organized and execute a plan when your retirement accounts are consolidated! Continue Reading arrow_right_alt Why We Consider the Russell 3000 Index the Best Domestic Benchmark At Carlson Investments, we believe the Russell 3000 index is the best domestic benchmark. Let's talk. Finding a better way doesn’t start with you learning about investment strategy. It starts with us learning about you. Let’s get started. Two Capital Plaza, Suite 404Concord, NH 03301 Phone: (603) 224-5977 Form ADV Part 2 Form ADV Part 3 © 2024 D.L. Carlson Investment Group, Inc. DBA Carlson Investments GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein."
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