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Featured Post

The Consumer Is Clearly in Good Shape

The headline above seems ridiculous when gas prices are almost $4.50/gallon and diesel is at a record $6.52/gallon (nationwide averages). Inflation is running hot across the board, from electronics to pet care to lawn care. Surely consumers are struggling. But there are two ways higher gas prices can play out: Consumers pay up for higher …

Sonu Varghese

September 23, 2026

Top Posts

Tech or Bust? (FvF Ep. 206)

Ryan Detrick

September 23, 2026

Never Short a Dull Market

Ryan Detrick

September 22, 2026

Carson Group Welcomes Intrinsic Investors to Great Lakes Team

Carson Group

September 22, 2026

Charts of the Week: Sept. 14-18

Carson Research

September 21, 2026

AI Angst

Blake Anderson

September 21, 2026

This Is Still A Dovish Fed

The Fed raised rates by 0.25%-points at their September meeting, taking the policy rate to 3.9% (3.75-4.0% range). That wasn’t a surprise, with Fed funds futures pricing in over a 90% probability of a hike on the eve of the meeting. But make no mistake: we’ve come a long way from early March, when the …

Sonu Varghese

September 18, 2026

A Dove In Hawk’s Clothing?

“At this juncture, however, the impact on the broader economy and financial markets of the problems in the subprime market seems likely to be contained.” Ben Bernanke, former Fed Chairman, on March 28, 2007 in a testimony to Congress   The Federal Reserve Bank (Fed) hiked interest rates for the first time in three years …

Ryan Detrick

September 17, 2026

Sheesh, Bonds!

Treasury yields, particularly on the long end, have shot higher recently and over really any period you measure. Yesterday, the 10-year closed at exactly 5.00%, with the 30-year (aka long bond) nearing 5.4%. The recent jump is pronounced even amongst the steady increase in rates this year. The bond market has effectively taken control as …

Grant Engelbart

September 16, 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 Consumer Is Clearly in Good Shape

Sonu Varghese

September 23, 2026

Tech or Bust? (FvF Ep. 206)

Ryan Detrick

September 23, 2026

Never Short a Dull Market

Ryan Detrick

September 22, 2026

Charts of the Week: Sept. 14-18

Carson Research

September 21, 2026

AI Angst

Blake Anderson

September 21, 2026

This Is Still A Dovish Fed

Sonu Varghese

September 18, 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.