Top Posts
Earnings Check-In: How Much of This Do We Keep?
Harry McDonald
August 11, 2026
Back to Your Regularly Scheduled Bull Market
Ryan Detrick
August 11, 2026
Charts of the Week: August 3-7
Carson Research
August 10, 2026
ROCs & SOCs Revisited
Blake Anderson
August 10, 2026
Payrolls Are Looking Shaky Once Again, But the Labor Market Is Fine
Sonu Varghese
August 7, 2026
Other Tech Earnings Highlights
Palantir and SpaceX moved in opposite directions following their respective earnings reports. Both companies detailed the significant drivers of their AI-focused business and how they’re making the most of the current environment. Palantir’s Pop Shares of Palantir logged their second-best day ever following the company’s earnings report, popping +29% on Tuesday. Investors cheered the company’s …
Blake Anderson
August 6, 2026
Why We Believe Strategy, not Tactics, Is Often the Key to Meeting Investing Goals
We often share our tactical views in our blogs, interpreting recent macro data, looking at policy and geopolitics, monitoring earnings and valuations, and discussing the expected impact on markets from the next three months to three years. We also frequently include strategic perspectives, but the amount of strategic coverage versus tactical is probably about the …
David Matzko
August 5, 2026
One Trillion Dollars (FvF Ep. 199)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up more than 400% year-to-date to a 67% collapse in July, a stark reminder that …
Ryan Detrick
August 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
