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Featured Post

The Inflation Data Is Going To Force the Fed To Act

Oil prices have surged over the last few weeks, taking nationwide average gasoline prices to $4.31/gallon, the highest ever for this time of year. Diesel has hit a record $6.20/gallon. That matters because diesel is what moves food and other goods across the country, allowing higher oil prices to seep into a broad array of …

Sonu Varghese

September 14, 2026

Top Posts

Carson Group Reaches Milestone 50 Integrated Offices with Addition of Elios Financial Group

Carson Group

September 14, 2026

Apple’s First Event Under John Ternus

Blake Anderson

September 11, 2026

Some Misconceptions of Investing Internationally

Shane Denton

September 10, 2026

Earnings Check-In: Where the Baton Ended Up

Harry McDonald

September 9, 2026

Everything’s Running Hot! (FvF Ep. 204)

Ryan Detrick

September 9, 2026

Charts of the Week: Aug. 31 – Sept. 4

Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, payroll growth, gas/diesel prices, and the story of the Q2 earnings season. 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: Aug. 31 – Sept. 4  

Carson Research

September 8, 2026

What If The Fed Hikes?

“People calculate too much and think too little.” Charlie Munger, Former Vice Chairman of Berkshire Hathaway   First things first, stocks were flat last week, but the S&P 500 continues to hold above its June peak. This level is a logical area of support. The 50-day moving average, which is just below this area, provides …

Ryan Detrick

September 8, 2026

Data Shows The Economy Is Clearly Running Hot

The evidence for a hot economy keeps racking up. As I see it, the industrial economy is clearly in a boom on the back of enormous AI-related investment. A lot of folks pointed to a slowdown in payroll growth in recent months to counter that, nevermind the fact that the unemployment rate is near historical …

Sonu Varghese

September 4, 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

The Inflation Data Is Going To Force the Fed To Act

Sonu Varghese

September 14, 2026

Apple’s First Event Under John Ternus

Blake Anderson

September 11, 2026

Some Misconceptions of Investing Internationally

Shane Denton

September 10, 2026

Earnings Check-In: Where the Baton Ended Up

Harry McDonald

September 9, 2026

Everything’s Running Hot! (FvF Ep. 204)

Ryan Detrick

September 9, 2026

Charts of the Week: Aug. 31 – Sept. 4

Carson Research

September 8, 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.