Investments
Excell is a Wrap
What a week last week was! Carson Group hosted Excell, our largest event of the year, in the awesome town of Nashville. If you were there, then you know how much fun it was. If you missed it, don’t worry, we’ll be back again in Orlando next year. We hope you can join us. The …
Ryan Detrick
September 20, 2023
10 Reasons the Economy Has Been Resilient Despite an Aggressive Fed
The Fed’s policy arm, the Federal Open Market Committee (FOMC), meets on Tuesday and Wednesday and is widely expected to keep the fed funds target range unchanged at 5.25 – 5.50%. Since March, 2022 the Fed has raised rates at every meeting except the meeting before last in June. With the Fed raising rates as …
Barry Gilbert
September 19, 2023
ARMing the Future: The Year’s Largest IPO Signals a Market Thaw
On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering (IPO). This not only marks the biggest public offering since Rivian Automotive’s debut in October 2021 but also offers a sign that the IPO market is …
Carson Group
September 18, 2023
Turning the Tide: A Small Cap Resurgence
Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology companies, for nearly a decade. The lag has worsened over recent years as inflation picked up and equity indices have become even more concentrated at the …
Carson Group
September 15, 2023
12 Things Every College Student Should Know
The whole Carson team is in Nashville this week for our Excell Conference! This week will be a blast and we hope if you are attending you can find us and say hi. Given we are just a tad busy, today I wanted to re-share one of the most popular blogs I’ve done so far this …
Ryan Detrick
September 14, 2023
On the Margin: Taking the Pulse of Profitability
“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 …
Carson Group
September 13, 2023
In an Artificially Intelligent World, Sing Your Own Song
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 …
Carson Group
September 12, 2023
Empowering Women in Finance
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 …
Carson Group
September 11, 2023
What Is It Like to Go on TV?
“I don’t know what they are going to ask me, but I know what I’m going to tell them.” -Ryan Detrick I was in New York City on Tuesday for a day trip to do some media. We’ve been trying to find a time that worked for awhile and I was able to fly in …
Ryan Detrick
September 8, 2023
Who Holds US Government Debt, and How Much Does It Matter?
We get a lot of questions about US debt, and a lot of concerns revolve around the fact that foreigners hold a lot of it. The question typically is: What happens if they decide to sell, especially the Chinese? I’m going to dive into all of it in this blog. The US government has a …
Sonu Varghese
September 7, 2023
3 Reasons Why This Is a Unique Labor Market
The economy has stayed surprisingly resilient in the face of the most aggressive Federal Reserve (Fed) in 40+ years. A large part of that has to do with a strong labor market that has surprised a lot of economists and market watchers. Now, employment is certainly slowing from its torrid pace earlier this year, but …
Sonu Varghese
September 6, 2023
Three Reasons Stocks Might Shine in the Usually Weak September
“If you torture numbers enough they will tell you anything.” -Hall of Fame and Yankee great Yogi Berra After the best start to a new year over the first seven months for the S&P 500 since 1997, stocks finally fell in August, ending a five-month win streak. In the end the S&P 500 was down …
Ryan Detrick
September 5, 2023