Top Posts
Carson Group Welcomes Doyle and Loughman Wealth Management to Integrated Community
Carson Group
July 29, 2026
Earnings Check-In: Alphabet…
Harry McDonald
July 28, 2026
Charts of the Week: July 20-24
Carson Research
July 28, 2026
If The Fed Can’t Print Oil or Chips, Why Are We Talking About Rate Hikes
Sonu Varghese
July 28, 2026
Non-Earners Have Led Small Caps
Carson Research
July 27, 2026
ROCs & SOCs – The AI CapEx Debate
As technology earnings season approaches, investors face historic dispersion in returns. The receivers of capital (“ROCs”) of this hyperscale-led capital spending boom are vastly outperforming the spenders of capital (“SOCs”). In my opinion, this widening dispersion could bring about a narrative change within this debate. Positive Correlation ROCs and SOCs can live harmoniously. For the …
Blake Anderson
July 24, 2026
Valuations Are High – Should You Sell?
I write about valuations quite a bit (born and raised in Buffett’s backyard after all), but outside of our industry it is rare that valuations are mentioned at a market or index level. Typically, when valuations do come up, it is for the wrong reasons – because they are high. We are seeing more and …
Grant Engelbart
July 23, 2026
The World Cup Is Over—and I’m Not Quite Ready to Move On
5 weeks, 48 teams, 104 games, a record-breaking 308 goals, 1 winner. Congratulations, Spain! The final was anti-climactic and, dare I say, boring, but the team that deserved to win did so.  Still, it was an amazing five weeks of entertainment, and now it feels like a hangover. I yearn for more, so I’m trying …
Sonu Varghese
July 22, 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
