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Featured Post

Charts of the Week: October 26-30

Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, the current AI trend, headwinds in today’s economy, and how the AI companies are handling the capex boom. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: …

Carson Research

November 2, 2026

Top Posts

Tech Earnings Spook Investors

Blake Anderson

November 2, 2026

Live From Excell 2026 (FvF)

Ryan Detrick

October 30, 2026

The Spookiest Trends in ETFs Right Now

Grant Engelbart

October 30, 2026

The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot

Sonu Varghese

October 29, 2026

Anthropic Showed AI Can Make Money, but the Buildout Has To Prove It

Sonu Varghese

October 28, 2026

Be Careful What You Wish For (FvF Ep. 211)

In Episode 211 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, explain why investors should be careful what they wish for when it comes to market breadth. After years of complaints about narrow leadership, breadth finally arrived, with 324 of 500 S&P 500 stocks gaining on …

Ryan Detrick

October 28, 2026

Earnings Check-In: The Bill Shows Up in Cash

Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carson’s perspective on top of that. We …

Harry McDonald

October 27, 2026

Tomorrow Is the Fed, and It Is Also the Best Day of the Year

“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal   We know two things: Tomorrow is historically the best day of the year for stocks, and Kevin Warsh has been at the Federal Reserve (Fed) for three meetings, and the S&P 500 fell 1.21% in June, 1.52% in July, and …

Ryan Detrick

October 27, 2026

Marketing

Six Key Steps to Creating an Effective Financial Advisor Marketing Plan

Minna Shada

June 6, 2023

Best Practices for Harnessing the Power of Email Marketing for Financial Advisors

Carson Group

May 23, 2023

Lead Generation for Financial Advisors: Top 7 Strategies for Generating Leads

Jen Abboud-Smith

April 18, 2023

The Four Most Popular Marketing Solutions for Financial Advisors

Carson Group

March 28, 2023

Adopt These Seven Proven Digital Marketing Strategies for Financial Advisors

Carson Group

March 17, 2023

How to Use Webinars in Content Marketing for Financial Advisors

Carson Group

October 19, 2022

Investments

Charts of the Week: October 26-30

Carson Research

November 2, 2026

Tech Earnings Spook Investors

Blake Anderson

November 2, 2026

Live From Excell 2026 (FvF)

Ryan Detrick

October 30, 2026

The Spookiest Trends in ETFs Right Now

Grant Engelbart

October 30, 2026

The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot

Sonu Varghese

October 29, 2026

Anthropic Showed AI Can Make Money, but the Buildout Has To Prove It

Sonu Varghese

October 28, 2026

Compliance

Understanding the SEC Marketing Rule for Financial Advisors

Don Slaughter

February 15, 2023

Unintended Consequences Behind the SEC’s Proposed Rules on Service Providers

Jamie Hopkins

December 5, 2022

Technology

How Female Financial Advisors Leverage Technology for Growth

Carson Group

September 24, 2025

Our Favorite Financial Advisor Tools to Add to Your Tech Stack

Carson Group

March 14, 2023

Eight Common Advisor Technology Pitfalls and How to Avoid Them

Leanne Ball

February 28, 2023

Understanding Which Financial Advisor Software Your Firm Needs

carsongroupdev

January 26, 2023

The Essential Guide to a Financial Advisor Tech Stack

Carson Group

August 12, 2022

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The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.