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Featured Post

It’s the Beginning of the End of the Trump Era and Markets Are OK with That

Well, Americans have gone to the polls and, in a historic election, have resoundingly rejected how President Trump has governed in the first two years of his second term. What was at stake yesterday? 36 governorships, 35 Senate seats, all 435 House seats and lots of local elections, referendums, and ballot questions (including more than …

Barry Gilbert

November 4, 2026

Top Posts

When Will the Madness End? (FvF Ep. 212)

Ryan Detrick

November 4, 2026

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

Carson Group Welcomes Marietta Wealth Management as Carson Wealth Office

Carson Group

November 3, 2026

Charts of the Week: October 26-30

Thanks for reading this week’s Charts of the Week This week’s charts cover the Fed, the current AI trend, headwinds in today’s economy, and how the AI companies are handling the capex boom. 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

November 2, 2026

Tech Earnings Spook Investors

Investors (in)digested results from some of the world’s largest technology-focused companies this past week. All three major companies (AMZN, GOOG, and MSFT) traded lower the day after their respective earnings reports. Alphabet’s results in particular spooked investors, with a lackluster price reaction perhaps explained by weakening fundamentals. Amazon, however, provided a rare long-term view of …

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

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

It’s the Beginning of the End of the Trump Era and Markets Are OK with That

Barry Gilbert

November 4, 2026

When Will the Madness End? (FvF Ep. 212)

Ryan Detrick

November 4, 2026

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

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.