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Featured Post

Jensen Huang Resigns as Nvidia CEO

Before the opening bell on November 12, 2026, Nvidia notified investors that Mr. Jensen Huang resigned the titles and roles of CEO, President and Board member of Nvidia.1 Mr. Huang’s resignation follows two independent stories – one relating to his involvement with a MegaSpeed executive who is alleged to be a Chinese Intelligence operative2, and …

Blake Anderson

November 12, 2026

Top Posts

Blue Wave, Red Wave, Green Wave, And Timeless Lessons

Ryan Detrick

November 11, 2026

Are You Not Entertained? (FvF Ep. 213)

Stephen Yannone

November 11, 2026

Earnings Check-In: Priced Like a Peak

Harry McDonald

November 10, 2026

Remember Inflation? It’s Still Hot, And That Means More Rate Hikes

Sonu Varghese

November 10, 2026

Choosing Between Acquisition, Partnership, and Exit with Liam Heffernan (KYW Special Episode)

Michael Belluomini

November 10, 2026

Charts of the Week: November 2-6

Thanks for reading this week’s Charts of the Week This week’s charts cover how the AI buildout is being funded, the labor market, an earnings season recap, and what the midterm results might mean for markets. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …

Carson Research

November 9, 2026

Active Manager Check-In

Market volatility typically creates opportunities for active managers to distinguish themselves. In 2026, however, the market has challenged some of the fundamental principles that underpin active investment strategies.  Conventional wisdom suggests that active investment management should perform better during periods of heightened volatility and market uncertainty. When markets become unsettled, security prices can diverge from …

Carson Research

November 9, 2026

Reminder: The Stock Market Is More Than Just AI

Thursday’s massive selloff (November 5th) has everyone worried about technology stocks after the blue tsunami on Election Day. I wrote about this in my prior blog and why everyone’s suddenly nervous about data centers. Thursday’s selloff more than erased the large post-election gains. But look at the two-day returns: S&P 500: -2.8% Nasdaq: -4.2% Dow …

Sonu Varghese

November 6, 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

Jensen Huang Resigns as Nvidia CEO

Blake Anderson

November 12, 2026

Blue Wave, Red Wave, Green Wave, And Timeless Lessons

Ryan Detrick

November 11, 2026

Are You Not Entertained? (FvF Ep. 213)

Stephen Yannone

November 11, 2026

Earnings Check-In: Priced Like a Peak

Harry McDonald

November 10, 2026

Remember Inflation? It’s Still Hot, And That Means More Rate Hikes

Sonu Varghese

November 10, 2026

Charts of the Week: November 2-6

Carson Research

November 9, 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.