Articles authored by Carson Group

“Profitability is not an afterthought. It’s the foundation of our business.”  – Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. We believe that improving profitability may continue to support earnings growth for some time to come as structural changes continue to drive efficiencies. Profitability stands as …

You may have noticed, artificial intelligence (AI) arrived on the scene with a bang. It’s a topic that’s caught the attention of CEOs on Wall Street and with good reason. Generative AI is poised to revolutionize various aspects of our personal and professional lives. Its influence has already seeped into our daily routines. Whether it’s …

In the traditionally male-dominated field of financial advice, a glaring gender gap persists with women making up only 15-20% of professionals in the industry.1 A Carson Group study found women in wealth management face distinct barriers, notably caregiving obligations and a male-dominated culture, which significantly impacts their career trajectories.2 Moreover, the study highlighted flexibility as …

Growth-minded firms understand that there is more than one path to success. Watch our on-demand webinar today for valuable insights on how to drive more business for your firm. You’ll learn how to: 1. Increase your prospecting reach with organic marketing tactics 2. Grow your firm through mergers and acquisitions 3. Future-proof your firm by …

“Life is like dancing. If we have a big floor, many people will dance. Some will get angry when the rhythm changes. But life is changing all the time” – Miguel Angel Ruiz A “rolling recession,” as some have described the current economy, is like a dance of ever-changing business dynamics. It happens when a …

“AI is the most profound technology that humanity will ever develop and work on. [More profound] than fire or electricity or the internet.” – Sundar Pichai, Google CEO Nvidia’s much-anticipated second quarter earnings surged past lofty expectations by 30%, propelling shares to a new all-time high. The heartening aspect of the report for investors is …

People will retain 95% of a message they saw on a video, versus only 10% of a message they read, reports SproutSocial, a social media management tool. And 54% of marketers say that video is the most valuable content type for achieving their goals. And despite the fact that 88% of consumers have been persuaded …

“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” -Peter Drucker Last week, roughly 30% of the S&P 500 market cap reported earnings, and the spotlight was on Apple and Amazon. Despite the obligatory note of caution every CEO utters, I’m hearing companies talk a lot …

Thanks to rapidly advancing technology, financial advisors have access to more data than ever before. But trying to sift through that data and actually use it to enhance your business and client experience can be a challenge.  How can you be sure you’re measuring the right metrics, or interpreting the data correctly? How can you …

Stocks have continued to bounce back in 2023 after last year’s bear market, and with the debt ceiling fight in Congress now behind us, what could the rest of the year look like? Is the market still trending in the right direction? What moves should we expect from the Fed? Are fears of a recession …