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Featured Post

More Reasons To Be Bullish the Rest of 2026

“Someone will always be getting richer faster than you. This is not a tragedy.” Charlie Munger Well, that’s a wrap on the first half of 2026. After all the hand wringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up a very solid 9.6% …

Ryan Detrick

July 7, 2026

Top Posts

Carson Wealth Expands Northern Kentucky Presence with Integration of FFR Wealth Team

Carson Group

July 7, 2026

Charts of the Week: June 29 – July 2

Carson Research

July 6, 2026

Bank Earnings Preview

Blake Anderson

July 6, 2026

Focus on the Big Picture: The Labor Market Is OK & Households Are Spending

Sonu Varghese

July 2, 2026

Bond Observations from the First Half

Grant Engelbart

July 1, 2026

Stop, Drop, & Rotate (FvF Ep. 194)

In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the “June swoon” and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu’s time at the Economic Club of New York, covering Scott Bessent’s …

Ryan Detrick

July 1, 2026

The Rate Regime Hasn’t Fundamentally Changed

Bonds have made a modest comeback lately as rates have retreated amid slow progress in negotiations with Iran and the start of some movement through the Strait of Hormuz. The 10-year Treasury yield peaked at 4.66% on May 19 and now sits at 4.37%, not far off from the median of 4.29% since the start …

Barry Gilbert

June 30, 2026

Ted Swenson Transitions to Carson Wealth Integrated Office in Colorado

Omaha, Neb. – June 30, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of the practice led by Managing Partner and Wealth Advisor Ted Swenson, CFP®. Based in Arvada, Colo., Swenson serves approximately $270 million in advisory and brokerage assets. Swenson …

Carson Group

June 30, 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

More Reasons To Be Bullish the Rest of 2026

Ryan Detrick

July 7, 2026

Charts of the Week: June 29 – July 2

Carson Research

July 6, 2026

Bank Earnings Preview

Blake Anderson

July 6, 2026

Focus on the Big Picture: The Labor Market Is OK & Households Are Spending

Sonu Varghese

July 2, 2026

Bond Observations from the First Half

Grant Engelbart

July 1, 2026

Stop, Drop, & Rotate (FvF Ep. 194)

Ryan Detrick

July 1, 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.