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Featured Post

Household Debt

U.S. household balance sheets present an increasingly contradictory picture. Americans collectively own more valuable homes, larger retirement accounts, and more financial assets, yet a growing share of families are struggling to meet their monthly obligations. Recent reporting on rising credit balances and persistent delinquencies has highlighted this tension. The Federal Reserve’s October 2026 Survey of …

Carson Research

October 12, 2026

Top Posts

The Bull Market Turns Four 🎂

Ryan Detrick

October 9, 2026

Here’s Why the S&P 500 Just Hit a New All-Time High Despite Rising Interest Rates

Sonu Varghese

October 8, 2026

Carson Group Expands Presence in New Jersey with Addition of Foran Financial Group

Shannon Greene

October 8, 2026

New Highs Are Here, But the Party Isn’t Over Yet

Ryan Detrick

October 7, 2026

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

I’ve written a lot this year about an inflationary growth environment (strong economic activity alongside rising prices). We flagged this in our 2026 Outlook (and again in our Midyear Outlook), and the latest update of our proprietary Leading Economic Index (LEI) for the US points to exactly that: strong nominal growth, boosted by inflation, which …

Sonu Varghese

October 6, 2026

Charts of the Week: Sept. 28 – Oct. 2

Thanks for reading this week’s Charts of the Week This week’s charts cover inflation, the new jobs report, consumer confidence, and how this time period has been historically the strongest time in the 4-year presidential cycle. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts …

Carson Research

October 5, 2026

Y(AI)2K

“COMPUTER DOOMSDAY?” was a Washington Post op-ed published in 1998. It details an estimated 60% chance of economic collapse caused by a failure in telephone, power and credit card systems, among others, due to the impending millennium bug. 28 years since publication, this op-ed would probably get a lot of clicks today if it were …

Blake Anderson

October 5, 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

Household Debt

Carson Research

October 12, 2026

The Bull Market Turns Four 🎂

Ryan Detrick

October 9, 2026

Here’s Why the S&P 500 Just Hit a New All-Time High Despite Rising Interest Rates

Sonu Varghese

October 8, 2026

New Highs Are Here, But the Party Isn’t Over Yet

Ryan Detrick

October 7, 2026

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

Sonu Varghese

October 6, 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.