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Featured Post

How AI May Impact the Labor Market and Interest Rates

Fed Chair Kevin Warsh’s speech in Jackson Hole last week captured a lot of headlines for its hawkish tone. The longest speech given by a Fed Chair since Janet Yellen in 2017, Warsh’s comments had a lot more than a description of the economy (hot) and policy rates (not restrictive). What didn’t get too much …

Sonu Varghese

September 2, 2026

Top Posts

Want the Rainbow? Put Up With the Rain (FvF Ep. 203)

Ryan Detrick

September 2, 2026

Earnings Check-In: The Other 493 Are Catching Up

Harry McDonald

September 1, 2026

Software’s Selloff (Turned Surge)

Blake Anderson

September 1, 2026

Charts of the Week: August 24-28

Carson Research

August 31, 2026

Why The Worst Month of the Year Likely Won’t Bring Rain

Ryan Detrick

August 31, 2026

Don’t Just Fund a 529—Allocate Risk Wisely

With the school year just getting underway, many families are experiencing college move-ins that are emotional for several reasons. For freshmen, it is a turning point in life with newfound freedom and independence. For the parents it is often bittersweet. Watching a child that is “leaving the nest” can bring a mix of pride and …

Joel Riha-Aldrich

August 28, 2026

Nvidia’s Bullish Forecast

Nvidia’s results and forecast last night speak to the overwhelming strength of technology spending that appears to be continuing. The company handily beat expectations and used the earnings call to reinforce the idea that AI is rapidly being adopted by enterprises and consumers alike. In the face of investors questioning Nvidia’s role in future AI …

Blake Anderson

August 27, 2026

Should Interest Rates Be Even Higher?

Last week, Treasury Secretary Scott Bessent said that the Treasury was doing their buyback program (of 10- to 30-year treasuries) because yields on the long end of the curve didn’t reflect fundamentals. Via Yahoo Finance: “We have a big toolkit. Part of it is signaling here to show that we believe yields don’t reflect the …

Sonu Varghese

August 26, 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

How AI May Impact the Labor Market and Interest Rates

Sonu Varghese

September 2, 2026

Want the Rainbow? Put Up With the Rain (FvF Ep. 203)

Ryan Detrick

September 2, 2026

Earnings Check-In: The Other 493 Are Catching Up

Harry McDonald

September 1, 2026

Software’s Selloff (Turned Surge)

Blake Anderson

September 1, 2026

Charts of the Week: August 24-28

Carson Research

August 31, 2026

Why The Worst Month of the Year Likely Won’t Bring Rain

Ryan Detrick

August 31, 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.