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Featured Post

New Highs Are Here, But the Party Isn’t Over Yet

“I have a theory that the truth is never told during the nine-to-five hours.” Hunter Thompson, American Journalist and Author   For the first time since August 13, the S&P 500 closed at a new all-time high! Congratulations to all the bulls out there who held firm, even when we were told repeatedly why a …

Ryan Detrick

October 7, 2026

Top Posts

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

Sonu Varghese

October 6, 2026

Charts of the Week: Sept. 28 – Oct. 2

Carson Research

October 5, 2026

Y(AI)2K

Blake Anderson

October 5, 2026

A Goldilocks Jobs Report for Markets

Sonu Varghese

October 2, 2026

Has Bitcoin Found a Base?

Previously the darling of headlines, Bitcoin and crypto have slid to the back of the room, as prices have failed to keep pace with equities. Bitcoin is down roughly 25% over the past year, but has recently seen a rebound that may have some legs – even in the face of macro headwinds. Prices fell …

Grant Engelbart

October 1, 2026

Inflation Remains a Problem, No Matter How You Slice and Dice The Data

We just got the latest read on the Fed’s preferred inflation metric, the personal consumption expenditures (PCE) index. This was an important release because the Bureau of Economic Analysis revised its PCE methodology, most notably replacing market-price-sensitive measures for portfolio management services with an employment-based approach that better captures the underlying quantity of services provided …

Sonu Varghese

September 30, 2026

Rory Johnston Returns (FvF Ep. 207)

In Episode 207 of the Facts vs Feelings podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Rory Johnston, founder and CEO of Commodity Context, to make sense of an oil market that remains historically tight more than 200 days into the war with Iran. Rory explains why …

Ryan Detrick

September 30, 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

New Highs Are Here, But the Party Isn’t Over Yet

Ryan Detrick

October 7, 2026

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

Sonu Varghese

October 6, 2026

Charts of the Week: Sept. 28 – Oct. 2

Carson Research

October 5, 2026

Y(AI)2K

Blake Anderson

October 5, 2026

A Goldilocks Jobs Report for Markets

Sonu Varghese

October 2, 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.