Top Posts
The AI Wave Is Everywhere, Even in Small Caps
Sonu Varghese
July 8, 2026
The Summer Rally Continues (FvF Ep. 195)
Ryan Detrick
July 8, 2026
More Reasons To Be Bullish the Rest of 2026
Ryan Detrick
July 7, 2026
Carson Wealth Expands Northern Kentucky Presence with Integration of FFR Wealth Team
Carson Group
July 7, 2026
Charts of the Week: June 29 – July 2
Carson Research
July 6, 2026
Bank Earnings Preview
Second-quarter bank earnings are around the corner, and expectations are perhaps correctly elevated across the board. Many of the larger firms in the sector may have just seen record-breaking quarters thanks to robust capital markets activities driven by equity issuances. And many of the smaller firms may be benefitting from robust lending and banking activity …
Blake Anderson
July 6, 2026
Focus on the Big Picture: The Labor Market Is OK & Households Are Spending
Every so often, the data throws a bit of a curveball at you, and that’s essentially what the June payroll report did. But that’s also a cue to take a step back and focus on the big picture. Right now, the big picture is that the labor market is in fine shape. That’s good for …
Sonu Varghese
July 2, 2026
Bond Observations from the First Half
As Barry wrote about yesterday, bonds have had a volatile year so far, and the payoff for the volatility we have seen is a barely positive return for the year for the aggregate bond market, including interest. Rates have moved higher across the yield curve, credit spreads have widened slightly, and bonds fell alongside equities …
Grant Engelbart
July 1, 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
