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Featured Post

Charts of the Week: Oct. 19-23

Thanks for reading this week’s Charts of the Week This week’s charts cover how the AI trade is unfolding, the start of earnings season, and the biggest single-day drop in financial markets history. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: …

Carson Research

October 26, 2026

Top Posts

Tech Spenders Outpace Receivers As Earnings Approach

Blake Anderson

October 26, 2026

You Want Market Breadth? You Got It, but Be Careful What You Wish For

Sonu Varghese

October 23, 2026

Is the Index Hiding Something?

Grant Engelbart

October 22, 2026

5 Signs You May Be Suffering From Bond Derangement Syndrome

Barry Gilbert

October 21, 2026

Talking Midterms with Libby Cantrill (FvF Ep. 210)

Ryan Detrick

October 21, 2026

Earnings Check-In: The Shortage Quarter

Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carson’s perspective on top of that. We …

Harry McDonald

October 20, 2026

Remembering the Crash of 1987

“It felt like the world was ending.” -Economist Chris Rupkey on the Crash of 1987   October is known for many things, with incredible market crashes likely at the top of the list. The crashes of 1929 and 1987 stand out for many investors, and who could forget the selling and volatility of October 2008? …

Ryan Detrick

October 20, 2026

Charts of the Week: Oct. 12-16

Thanks for reading this week’s Charts of the Week This week’s charts cover CDS spreads, new inflation measures, wealth levels, and the current state of the labor market. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: Oct. 12-16

Carson Research

October 19, 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

Charts of the Week: Oct. 19-23

Carson Research

October 26, 2026

Tech Spenders Outpace Receivers As Earnings Approach

Blake Anderson

October 26, 2026

You Want Market Breadth? You Got It, but Be Careful What You Wish For

Sonu Varghese

October 23, 2026

Is the Index Hiding Something?

Grant Engelbart

October 22, 2026

5 Signs You May Be Suffering From Bond Derangement Syndrome

Barry Gilbert

October 21, 2026

Talking Midterms with Libby Cantrill (FvF Ep. 210)

Ryan Detrick

October 21, 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.