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Featured Post

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

I’ve written a lot about the AI investment boom, especially the hundreds of billions of dollars being poured into chips, data centers, and power. The open question has always been whether the economics behind all this spending holds up. Anthropic just gave us a fascinating look under the hood, in the S-1 prospectus it filed …

Sonu Varghese

October 28, 2026

Top Posts

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

Stephen Yannone

October 28, 2026

Earnings Check-In: The Bill Shows Up in Cash

Harry McDonald

October 27, 2026

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

Ryan Detrick

October 27, 2026

Carson Group Welcomes St. John & Associates to Carson Wealth Office in Milton, Ga.

Carson Group

October 27, 2026

Charts of the Week: Oct. 19-23

Carson Research

October 26, 2026

Tech Spenders Outpace Receivers As Earnings Approach

This week’s Big Tech earnings will likely feature investors scrutinizing the spending plans of cloud computing hyperscalers. As we approach this earnings season, the performance of these ‘Spenders of Capital’ has outpaced that of the ‘Receivers of Capital’ and may suggest that the perceived returns on investment are changing as well. Company commentary and investor …

Blake Anderson

October 26, 2026

You Want Market Breadth? You Got It, but Be Careful What You Wish For

Everyone’s been complaining that the market lacks breadth, and now we have more of it. On October 22, 324 of 500 S&P 500 companies gained, with the median stock up 1.09% (177 gained over 2%). Yet the S&P 500 fell 1.36%, technology plunged 3.3%, and the Goldman Sachs Broad AI Index dropped 6.01%. Nine of …

Sonu Varghese

October 23, 2026

Is the Index Hiding Something?

2026 has “felt” like more volatile than years past – in part due to headlines and other asset classes experiencing volatility, especially interest rates and commodities. Realistically, though, when compared to previous years, 2026 is quite tame, if not one of the tamest years in a long time. The war in Iran and the software …

Grant Engelbart

October 22, 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

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)

Stephen Yannone

October 28, 2026

Earnings Check-In: The Bill Shows Up in Cash

Harry McDonald

October 27, 2026

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

Ryan Detrick

October 27, 2026

Charts of the Week: Oct. 19-23

Carson Research

October 26, 2026

Tech Spenders Outpace Receivers As Earnings Approach

Blake Anderson

October 26, 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.