Articles authored by Carson Group

Joel Worsfold sought out coaching for financial advisors because he was looking for help breaking through his growth ceiling. But an early interaction with his Executive Business Coach after joining Carson Coaching led Joel – now Managing Director, Partner and Wealth Advisor at Carson Wealth in West Des Moines, Iowa – to rethink his entire …

Remember the frenzy of 2021, when Roaring Kitty and the meme-stock mania sent shares of GameStop and AMC Entertainment soaring to astronomical heights? The world watched in awe as day traders on Reddit bought shares of these heavily shorted stocks and caused them to skyrocket. GameStop’s stock reached dizzying heights in just a few short …

Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to energize you to reframe your thinking and grow faster. And in the leadup to this year’s event – taking place September 9-11 at the Orlando …

Breakthroughs in computing power have bestowed upon computers the remarkable ability to “see.” A transformative development that not only encompasses the capacity to recognize and interpret images but also to generate entirely new visual content. Previously, computers could only index images based on textual descriptions provided by humans. For instance, an image might be labeled …

Six of the magnificent seven stocks have reported earnings: Apple, Tesla, Alphabet, Microsoft, Amazon, and Meta. They are buzzing about the seventh, Nvidia. Companies are scrambling to get their hands on Nvidia’s computing chips as if they were Wonka Bars that might have golden tickets. They are spending enormous sums of money to harness AI’s …

Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to help advisors focus on improving those foundational business activities that lead to growth – things such as passion prospecting, asking for referrals, calling up prospects who …

“Once cars become truly self-driving, they’ll be as revolutionary as the personal computer.” – Bill Gates   Last week, four of the Magnificent Seven – Microsoft, Meta, Alphabet, and Tesla – reported quarterly earnings. This was a litmus test for investors looking to see if these tech behemoths could keep powering the market higher, and …

“Wall Street tends to overreact when it gets worried about earnings” – Michael Price   As we begin to sift through reports from the start of the earnings season, the takeaway message appears to be ‘good but not great.’ Analysts were expecting sluggish growth in the first quarter with sequential acceleration as the year progressed. …

Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms of the future. And registration for Excell 2024 is now open! Taking place September 9-11 at the Orlando World Center Marriott in Orlando, Florida, Excell will …

“It’s obvious that studying history and philosophy was much better preparation for the stock market than, say, studying statistics. Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” -Peter Lynch   For more than twenty years, I’ve invested in individual stocks with …