Carson Group
The Art of Investing
“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 …
Carson Group
April 17, 2024
Earnings Season is Springing into Bloom: A Look Under the Hood
As the daffodils bloom, signaling the arrival of spring, it’s also time for the earnings season to commence for the first quarter. Despite the S&P 500’s impressive double-digit rally to start the year, expectations for Q1 remain modest, with analysts forecasting just under 4% earnings growth. However, forecasts suggest a significant acceleration, culminating in double-digit …
Carson Group
April 15, 2024
Beyond the Proxy: Disney’s Magical Path to Profitability
The recent proxy battle between the Walt Disney Company and Nelson Peltz thrust shareholder discontent into the spotlight, underscoring concerns about the company’s performance. While activist investors like Peltz often come under fire for their short-term focus and disruptive methods, Disney’s struggles over the past four years warranted closer scrutiny. Peltz mounted a robust campaign, …
Carson Group
April 8, 2024
What’s Your Firm Worth?
In this special web segment, Mike Wieger and Michael Belluomini, VPs of Mergers and Acquisitions, share their observations of the current M&A market, including what you need to know when evaluating your firm’s value, from growth rate and overall AUM size to fees. If you’re interested in knowing what your firm is worth, Carson Group’s …
Carson Group
April 5, 2024
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts the reactions of the different generations being asked to work through lunch. Gen Z: “Uh no. I’m not working through lunch. That’s giving toxic, no work-life …
Carson Group
April 4, 2024
Championing Change: Spotlighting Remarkable Women CEOs
“Empowering women isn’t just the right thing to do – it’s the smart thing to do. When women succeed, nations are more safe, more secure, and more prosperous.” – Barack Obama The Carson Women’s CEO Strategy is driven by a clear mission: to cast a spotlight on women occupying the highest echelon of corporate …
Carson Group
March 25, 2024
The Rise of the Magnificent 7 and Resulting Market Concentration
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 …
Carson Group
March 18, 2024
From Obscurity to the S&P 500: The Super Micro Story
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 …
Carson Group
March 11, 2024
The Architect of Berkshire Hathaway: Remembering Charlie Munger
“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 …
Carson Group
March 4, 2024
Creating a Remarkable Client Experience: A Guide for Financial Advisors
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 …
Carson Group
March 4, 2024