Articles authored by Carson Group

Concentration of stocks within the S&P 500 has surged to the highest level since the turn of the century, with the top ten holdings now accounting for over 30% of the index. This phenomenon isn’t unique to the U.S.; a similar trend has emerged globally. In Europe, the largest stocks are referred to by the …

Super Micro Computer may have flown under the radar a year ago, but it has since captured headlines with a staggering 1,000%+ rally and inclusion in the S&P 500. Surpassing even Nvidia, the top performer in the S&P 500 with a 250% surge over the past 12 months, Super Micro’s meteoric rise underscores its emergence …

“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett   Warren Buffett opened his annual letter with a heartfelt tribute to his late friend and investment partner, Charlie Munger. Charlie passed just before his 100th birthday but, as Buffett writes, “should be forever credited with being the architect” of …

It seems that every year, more financial advisory firms are setting new standards for what clients can expect to experience when working with them. Whether you’re an individual advisor or you run a larger firm, delivering a remarkable client experience is the key to standing out, in addition to attracting great clients and retaining the …

2024 gives us an extra day on the calendar, and what better way to spend it than taking a deep dive into the markets and this year’s economic outlook. Join Carson Group Investment Research team rock stars and podcasters Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist, for the inaugural Live …

Meta, formerly known as Facebook, delivered a stunning update that caps one of the most impressive turnarounds in recent memory. Following its earnings report, shares soared more than 20% to reach all-time highs, eclipsing $450, or a fivefold increase from the lows of $90 reached in late 2022. This monstrous move set a new record …

“Forget self-driving cars, AI is transforming every industry, and Nvidia is at the center of it all” – Venture Capitalist, TechCrunch With bated breath, investors eagerly awaited the final earnings report of the “magnificent 7.” Among the seven, Nvidia’s report was perhaps the most hotly anticipated, given it’s the driving force behind accelerated computing and …

“AI is no longer science fiction; it’s science fact. It’s woven seamlessly into the fabric of our daily lives, from the moment we wake up to the moment we go to sleep.” – Fei-Fei Li, Stanford University This earnings season has highlighted how rapidly artificial intelligence is becoming a ‘real thing.’ The last several years …

Shares of Alphabet fell from near all-time highs after the company reported fourth quarter earnings. The results were quite good, revenue growth accelerated at the fastest pace in six quarters and profitability was above expectations. However, management noted capital spending would be “notably larger” in 2024 and failed to give meaningful detail about reducing its …

You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make a good first impression with your onboarding process. It’s during this foundational process where you establish the tone for what your client will come to expect …