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Featured Post

The Fed’s Going to Let It Run Hot (Until They Don’t)

Federal Reserve (Fed) Governor Chris Waller recently said that sternly staring at inflation until it melts before our withering gaze is not an option. Yet that appears to be exactly what the Fed plans to do. The Fed kept rates unchanged at its July meeting in a 9-3 vote, with three dissents showing the committee …

Sonu Varghese

July 30, 2026

Top Posts

Course Management and Investing

Harry McDonald

July 29, 2026

Welcome to the Chip Crash (FvF Ep. 198)

Ryan Detrick

July 29, 2026

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

The Federal Reserve’s next meeting is this week (July 27-29th), and the level of uncertainty around what they may do is the highest we’ve seen in recent years, especially this close to a meeting. The probability of a rate increase is 37% (as priced by the futures market), which is as good as a coin …

Sonu Varghese

July 28, 2026

Non-Earners Have Led Small Caps

In my opinion one of the most important factors in assessing an investment’s performance, especially an active manager’s, is understanding the market environment in which the performance came from.  Knowing what sectors, industries, styles, and segments of the market capitalization spectrum performed strongly or poorly relative to the broad markets is the first step in …

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

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

The Fed’s Going to Let It Run Hot (Until They Don’t)

Sonu Varghese

July 30, 2026

Course Management and Investing

Harry McDonald

July 29, 2026

Welcome to the Chip Crash (FvF Ep. 198)

Ryan Detrick

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

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.