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Featured Post

Earnings Check-In: Following the Money

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

November 3, 2026

Top Posts

Three Things To Watch Heading Into Midterm Elections

Ryan Detrick

November 3, 2026

Social Hour With Alvin Graylin (FvF)

Ryan Detrick

November 3, 2026

Carson Group Welcomes Marietta Wealth Management as Carson Wealth Office

Carson Group

November 3, 2026

Charts of the Week: October 26-30

Carson Research

November 2, 2026

Tech Earnings Spook Investors

Blake Anderson

November 2, 2026

Live From Excell 2026 (FvF)

In this special release of Facts vs Feelings, recorded live at the Excell Conference 2026, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Ed Fitzpatrick, Managing Director and Portfolio Manager at JP Morgan, who leads the firm’s U.S. rates team and manages its largest core bond strategy. …

Ryan Detrick

October 30, 2026

The Spookiest Trends in ETFs Right Now

Happy Halloween “observed”. I had no choice but to use some kind of scary synonym in the title, as we approach a Saturday Halloween. I wanted to revisit some observations from a couple of months back, and observe some trends in the Exchange-Traded Funds (ETF) world that are important to point out – and also …

Grant Engelbart

October 30, 2026

The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot

Kevin Warsh didn’t want to give forward guidance. But guidance from his fellow members more or less trapped the Fed into holding rates unchanged in October, despite their own description of 1) a “strong” economy (upgraded from “solid”), 2) job gains keeping pace with the workforce and steady unemployment, and 3) elevated inflation. The Fed …

Sonu Varghese

October 29, 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

Earnings Check-In: Following the Money

Harry McDonald

November 3, 2026

Three Things To Watch Heading Into Midterm Elections

Ryan Detrick

November 3, 2026

Social Hour With Alvin Graylin (FvF)

Ryan Detrick

November 3, 2026

Charts of the Week: October 26-30

Carson Research

November 2, 2026

Tech Earnings Spook Investors

Blake Anderson

November 2, 2026

Live From Excell 2026 (FvF)

Ryan Detrick

October 30, 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.