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Featured Post

Earnings Check-In: Priced Like a Peak

Welcome to Carson Investment Research’s Earnings Check-In. 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 Carson’s perspective on top of that. We …

Harry McDonald

November 10, 2026

Top Posts

Remember Inflation? It’s Still Hot, And That Means More Rate Hikes

Sonu Varghese

November 10, 2026

Choosing Between Acquisition, Partnership, and Exit with Liam Heffernan (KYW Special Episode)

Michael Belluomini

November 10, 2026

Charts of the Week: November 2-6

Carson Research

November 9, 2026

Active Manager Check-In

Carson Research

November 9, 2026

Reminder: The Stock Market Is More Than Just AI

Sonu Varghese

November 6, 2026

This Is Why Everyone’s Nervous About Data Centers

There’s no way to describe the 2026 Midterm election as anything but a blue tsunami. The Democrats gaining 56 seats in the Senate and 255+ seats in the House were tail events with less than 10% chance of happening based on some of the best pre-election models. Prediction markets were even more wrong, considering they …

Sonu Varghese

November 5, 2026

It’s the Beginning of the End of the Trump Era and Markets Are OK with That

Well, Americans have gone to the polls and, in a historic election, have resoundingly rejected how President Trump has governed in the first two years of his second term. What was at stake yesterday? 36 governorships, 35 Senate seats, all 435 House seats and lots of local elections, referendums, and ballot questions (including more than …

Barry Gilbert

November 4, 2026

When Will the Madness End? (FvF Ep. 212)

In Episode 212 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, ask the question on every investor’s mind: when will the madness end? With the Nasdaq 100 down 6.66% in October and the S&P 500 up just a penny over the past five months, the hosts …

Ryan Detrick

November 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

Earnings Check-In: Priced Like a Peak

Harry McDonald

November 10, 2026

Remember Inflation? It’s Still Hot, And That Means More Rate Hikes

Sonu Varghese

November 10, 2026

Charts of the Week: November 2-6

Carson Research

November 9, 2026

Active Manager Check-In

Carson Research

November 9, 2026

Reminder: The Stock Market Is More Than Just AI

Sonu Varghese

November 6, 2026

This Is Why Everyone’s Nervous About Data Centers

Sonu Varghese

November 5, 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.