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Featured Post

Why the Job Market Feels Broken for People My Age

Almost every friend of mine who has looked for a job this year has a similar story. They sent out dozens of applications, sometimes hundreds, and heard back from maybe two or three. The ones who landed something usually knew someone on the inside. For a long time, the advice was simple. Get good grades, …

Harry McDonald

October 15, 2026

Top Posts

Nine Charts on Midterm Elections

Ryan Detrick

October 14, 2026

The Bull Market Turns Four (FvF Ep. 209)

Ryan Detrick

October 14, 2026

Can Rate Hikes Slow the AI Boom? The Fed Asked the Same Question in 1999

Sonu Varghese

October 13, 2026

Carson Group Names Matt Humphrey as Divisional President of Integrated Channel

Carson Group

October 13, 2026

Charts of the Week: Oct. 5-9

Carson Research

October 12, 2026

Household Debt

U.S. household balance sheets present an increasingly contradictory picture. Americans collectively own more valuable homes, larger retirement accounts, and more financial assets, yet a growing share of families are struggling to meet their monthly obligations. Recent reporting on rising credit balances and persistent delinquencies has highlighted this tension. The Federal Reserve’s October 2026 Survey of …

Carson Research

October 12, 2026

The Bull Market Turns Four 🎂

“Bull markets are like a cruise ship. Once they get moving, they are hard to slow down, hard to stop, and very hard to turn around.” Ryan Detrick, Carson Group Chief Market Strategist   What a ride the past four years have been. If you’ve been following us this entire time, we thank you. We …

Ryan Detrick

October 9, 2026

Here’s Why the S&P 500 Just Hit a New All-Time High Despite Rising Interest Rates

The S&P 500 hit a new all-time high on Tuesday (October 6th), its first since August 13th. The index is up 14.2% year-to-date, or 15.2% including dividends. Many folks seem confused about why stocks are doing so well even as bond yields keep rising. The 10-year Treasury yield is at 5.29%, and the 30-year is …

Sonu Varghese

October 8, 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

Why the Job Market Feels Broken for People My Age

Harry McDonald

October 15, 2026

Nine Charts on Midterm Elections

Ryan Detrick

October 14, 2026

The Bull Market Turns Four (FvF Ep. 209)

Ryan Detrick

October 14, 2026

Can Rate Hikes Slow the AI Boom? The Fed Asked the Same Question in 1999

Sonu Varghese

October 13, 2026

Charts of the Week: Oct. 5-9

Carson Research

October 12, 2026

Household Debt

Carson Research

October 12, 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.