Top Posts
ROCs & SOCs – The AI CapEx Debate
Blake Anderson
July 24, 2026
Valuations Are High – Should You Sell?
Grant Engelbart
July 23, 2026
The World Cup Is Over—and I’m Not Quite Ready to Move On
Sonu Varghese
July 22, 2026
JC Parets Returns (FvF Ep. 197)
Ryan Detrick
July 22, 2026
Earnings Check-In: The Banks Came Out Swinging
Harry McDonald
July 21, 2026
Don’t Worry, Be Happy
“Don’t worry, be happy. In every life we have trouble, but when you worry you make it double.” Bobby McFerin from his hit song Don’t Worry, Be Happy Ok, now that you have that song in your head, let’s talk about some good news. We get it, the news and headlines are constantly bad. This …
Ryan Detrick
July 21, 2026
Charts of the Week: July 13-17
Thanks for reading this week’s Charts of the Week This week’s charts cover all the new data on inflation, earnings estimates, capex, and how these are changing the landscape between software and semiconductors. 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: …
Carson Research
July 20, 2026
Three Things I’m Watching This Earnings Season
We just released our Midyear 2026 Outlook: Still Riding the Wave, raising our estimate for the S&P 500’s full-year return from 12-15% to 15-18%. This is on the back of an AI wave that continues to roll, though the water is choppier than it looked at the start of the year. While the labor market …
Sonu Varghese
July 20, 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
