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Five Takeaways From the Fed Meeting
The Federal Reserve (Fed) chose to pause on interest rate hikes at their September meeting, leaving the federal funds rates unchanged at 5.25-5.50%. This was not unexpected, but the …
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Investments
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. …
Podcast
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping our industry, market trends, and …
Investments
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 …
Investments
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 …
Investments
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 …
Investments
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: …
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Becoming a More Trusted Ally
How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX
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