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Featured Post

Trying to Make Sense of the Housing Market

Should I buy a house, wait, or rent? I’m 23, and some version of that question comes up in almost every conversation I have with my friends. Some are waiting for mortgage rates to come down, and a couple are sure a crash is coming. All of us are wondering whether owning a home is …

Harry McDonald

September 25, 2026

Top Posts

Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might

Barry Gilbert

September 24, 2026

The Consumer Is Clearly in Good Shape

Sonu Varghese

September 23, 2026

Tech or Bust? (FvF Ep. 206)

Ryan Detrick

September 23, 2026

Never Short a Dull Market

Ryan Detrick

September 22, 2026

Carson Group Welcomes Intrinsic Investors to Great Lakes Team

Carson Group

September 22, 2026

Charts of the Week: Sept. 14-18

Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, inflation, and everything to do with macro! We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: Sept. 14-18

Carson Research

September 21, 2026

AI Angst

News stories have surfaced in the past few weeks that highlight fundamental reasons for the recent AI angst. Major AI research companies, including OpenAI and Anthropic, have begun to warn of unintended consequences from their frontier-leading experiments. And CEOs from major public companies have furthered the warning of risks. But the industry has also brought …

Blake Anderson

September 21, 2026

This Is Still A Dovish Fed

The Fed raised rates by 0.25%-points at their September meeting, taking the policy rate to 3.9% (3.75-4.0% range). That wasn’t a surprise, with Fed funds futures pricing in over a 90% probability of a hike on the eve of the meeting. But make no mistake: we’ve come a long way from early March, when the …

Sonu Varghese

September 18, 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

Trying to Make Sense of the Housing Market

Harry McDonald

September 25, 2026

Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might

Barry Gilbert

September 24, 2026

The Consumer Is Clearly in Good Shape

Sonu Varghese

September 23, 2026

Tech or Bust? (FvF Ep. 206)

Ryan Detrick

September 23, 2026

Never Short a Dull Market

Ryan Detrick

September 22, 2026

Charts of the Week: Sept. 14-18

Carson Research

September 21, 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.