Top Posts
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
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
This Is Why Everyone’s Nervous About Data Centers
There’s no way to describe the 2026 Midterm election as anything but a blue tsunami. The Democrats gaining 56 seats in the Senate and 255+ seats in the House were tail events with less than 10% chance of happening based on some of the best pre-election models. Prediction markets were even more wrong, considering they …
Sonu Varghese
November 5, 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
