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Featured Post

Sheesh, Bonds!

Treasury yields, particularly on the long end, have shot higher recently and over really any period you measure. Yesterday, the 10-year closed at exactly 5.00%, with the 30-year (aka long bond) nearing 5.4%. The recent jump is pronounced even amongst the steady increase in rates this year. The bond market has effectively taken control as …

Grant Engelbart

September 16, 2026

Top Posts

Is AI Going to Kill All of Us? (FvF Ep. 205)

Ryan Detrick

September 16, 2026

Charts of the Week: September 8-11

Carson Research

September 15, 2026

Sectors Wild Ride

Carson Research

September 15, 2026

The Inflation Data Is Going To Force the Fed To Act

Sonu Varghese

September 14, 2026

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

Apple’s annual product debut event ushered in a new era for the company. Mr. Tim Cook hosted the past 15 annual events as CEO, but Mr. John Ternus was promoted to CEO effective September 1st. Mr. Ternus inherits an impeccable execution track record that Mr. Cook built – zero major product recalls and the number …

Blake Anderson

September 11, 2026

Some Misconceptions of Investing Internationally

If you are a regular reader or follower of our team’s content, you likely know that we’ve spent a great deal of time over the past year and a half discussing not only the benefits of investing in overseas markets and the importance of diversification in portfolios today, but also our view that there are …

Shane Denton

September 10, 2026

Earnings Check-In: Where the Baton Ended Up

Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 28, 2026. 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 …

Harry McDonald

September 9, 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

Sheesh, Bonds!

Grant Engelbart

September 16, 2026

Is AI Going to Kill All of Us? (FvF Ep. 205)

Ryan Detrick

September 16, 2026

Charts of the Week: September 8-11

Carson Research

September 15, 2026

Sectors Wild Ride

Carson Research

September 15, 2026

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

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.