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Featured Post

Never Short a Dull Market

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” -Michelangelo   There’s an old saying on Wall Street to never short a dull market. “Shorting the market” means you sell first (borrowing the shares), then hope to buy …

Ryan Detrick

September 22, 2026

Top Posts

Carson Group Welcomes Intrinsic Investors to Great Lakes Team

Carson Group

September 22, 2026

Charts of the Week: Sept. 14-18

Carson Research

September 21, 2026

AI Angst

Blake Anderson

September 21, 2026

This Is Still A Dovish Fed

Sonu Varghese

September 18, 2026

A Dove In Hawk’s Clothing?

Ryan Detrick

September 17, 2026

Sheesh, Bonds!

Treasury yields, particularly on the long end, have shot higher recently and over really any period you measure. Yesterday, the 10-year closed at exactly 5.00%, with the 30-year (aka long bond) nearing 5.4%. The recent jump is pronounced even amongst the steady increase in rates this year. The bond market has effectively taken control as …

Grant Engelbart

September 16, 2026

Is AI Going to Kill All of Us? (FvF Ep. 205)

In Episode 205 of the Facts versus Feelings Podcast, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the AI story dominating headlines: a viral tweet from a former Anthropic employee warning about civilization-level risk, an OpenAI/Hugging Face sandbox incident where AI agents were caught cheating …

Ryan Detrick

September 16, 2026

Charts of the Week: September 8-11

Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, Inflation measures, supply shocks, valuations, and the current state of the economy. 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. 8-11  

Carson Research

September 15, 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

Never Short a Dull Market

Ryan Detrick

September 22, 2026

Charts of the Week: Sept. 14-18

Carson Research

September 21, 2026

AI Angst

Blake Anderson

September 21, 2026

This Is Still A Dovish Fed

Sonu Varghese

September 18, 2026

A Dove In Hawk’s Clothing?

Ryan Detrick

September 17, 2026

Sheesh, Bonds!

Grant Engelbart

September 16, 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.