Articles authored by Carson Group

Despite fears of rising inflation and a recession as we entered 2023, the economy now appears to be on track for a soft landing as we head into 2024. But the new year brings new questions and concerns.

The initial apprehension surrounding artificial intelligence (AI), and how it might replace financial advisors, is morphing into an inspirational phase of uncertainty. Advisors are gradually incorporating AI into their daily routines, utilizing it for tasks such as drafting emails or scheduling appointments. While AI can’t replace the essence of a personal relationship, it significantly enhances …

The healthcare sector’s return is little changed over the past twelve months, masking a volatile narrative that unfolded in what proved to be an eventful year for the industry. 2023 was a year of big accomplishments for healthcare that were overshadowed by interest rate hikes and an industry still normalizing following the pandemic. The sector …

Background: A Shifting Environment Focused on Aligning Investment and Values The investment landscape is undergoing a paradigm shift, characterized by investors increasingly seeking to harmonize their financial portfolios with their deeply held beliefs and values. Thematic investing has emerged as a powerful avenue for clients to translate their convictions into tangible financial actions. This approach …

The Federal Reserve (Fed) has indicated a potential pause in interest rate hikes and the futures market suggests cuts might occur in early to mid2024 if inflation continues to ease. As the consensus shifts towards interest rates currently being at their peak, attention turns to investments that historically perform well when the Fed starts to …

Famed Italian artist Michelangelo said, “The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” If you’re reading this, you’re likely in one of three categories: You love goal setting, and you’re constantly searching for new …

In the world of finance, the utilities sector is often considered the most boring of all. With its regulated nature and slower earnings growth, it’s not exactly the most exciting place to invest. These companies, burdened by their capital-intensive nature, funnel most of their cash into infrastructure while sparing a portion for shareholders through dividends. …

As the third quarter earnings season draws to a close, attention shifts to the outlook for the coming year.  A prevalent theme across industries is a return to normalcy. The COVID pandemic wrought widespread disruption in supply chains and labor markets, coupled with enduring shifts in consumer preferences that have shaped multi-year trends. With more …

You don’t often find great leaders who accidentally created a successful business. They are intentional about designing their vision and then making it a reality. Carson Executive Business Coach Gerry Herbison recently wrote in the Journal of Financial Planning that you wouldn’t build a house without a blueprint. That’s just asking for wasted time and …

The stocks known as the “Magnificent Seven” – Microsoft, Meta, Amazon, Alphabet, Nvidia, Apple, and Tesla – have buoyed major indices throughout the year, fueled by the growing enthusiasm surrounding Artificial Intelligence (AI). As the third quarter earnings approached, all eyes were fixed on this elite group due to the remarkable performance of their stocks …