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Featured Post

Treasury Buybacks Are Back in Focus as Long-Term Interest Rates Surge

Long-term interest rates have moved sharply higher in recent weeks, putting renewed pressure on consumers, businesses and the federal government. The 30-year Treasury yield reached nearly 5.34% on August 18, its highest level since 2007, while the 10-year yield climbed toward 4.7%. Against that backdrop, the Treasury Department announced on August 19 that it will …

Carson Research

August 24, 2026

Top Posts

Charts of the Week: August 17-21

Carson Research

August 24, 2026

Is the Stock Market Rigged?

Ryan Detrick

August 21, 2026

Back to School on the Evolving ETF Space

Grant Engelbart

August 20, 2026

Carson Group Welcomes Kurt Mattson and Yari Capital to its Independent Advisor Channel

Carson Group

August 20, 2026

The AI Buildout Needs a Lot of Money— Enter Debt (and Financial Engineering)

Sonu Varghese

August 19, 2026

Is the Consumer Tapped Out? (FvF Ep. 201)

In this episode of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, joins Sonu Varghese, Chief Macro Strategist, live from Penn State as Ryan navigates college move-in day and a few very real headlines along the way. From there, they dive into the increasingly complex financing behind the AI boom, including NVIDIA’s role …

Ryan Detrick

August 19, 2026

Fiscal Deficits Are Exploding, and That’s a Problem

I’m not one to usually worry about government debt but I believe we have a problem, folks. Inflation’s elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that, we’re running unprecedented fiscal deficits. Via the …

Sonu Varghese

August 18, 2026

Charts of the Week: August 10-14

Thanks for reading this week’s Charts of the Week This week’s charts cover the latest inflation numbers, the Fed,  stats from this quarter’s earnings season, and how spenders of capital have finally caught up. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the …

Carson Research

August 17, 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

Treasury Buybacks Are Back in Focus as Long-Term Interest Rates Surge

Carson Research

August 24, 2026

Charts of the Week: August 17-21

Carson Research

August 24, 2026

Is the Stock Market Rigged?

Ryan Detrick

August 21, 2026

Back to School on the Evolving ETF Space

Grant Engelbart

August 20, 2026

The AI Buildout Needs a Lot of Money— Enter Debt (and Financial Engineering)

Sonu Varghese

August 19, 2026

Is the Consumer Tapped Out? (FvF Ep. 201)

Ryan Detrick

August 19, 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.