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Featured Post

Reminder: The Stock Market Is More Than Just AI

Thursday’s massive selloff (November 5th) has everyone worried about technology stocks after the blue tsunami on Election Day. I wrote about this in my prior blog and why everyone’s suddenly nervous about data centers. Thursday’s selloff more than erased the large post-election gains. But look at the two-day returns: S&P 500: -2.8% Nasdaq: -4.2% Dow …

Sonu Varghese

November 6, 2026

Top Posts

This Is Why Everyone’s Nervous About Data Centers

Sonu Varghese

November 5, 2026

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)

The Social Hour is back, and this live stream landed on one of the wildest days of the month. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Alvin Graylin, Digital Fellow at the Stanford Institute for Human-Centered AI, Senior Fellow at the Asia …

Ryan Detrick

November 3, 2026

Carson Group Welcomes Marietta Wealth Management as Carson Wealth Office

Omaha, Neb. — Nov. 3, 2026 — Carson Group, a leading wealth advisory firm with over $66 billion* in assets under management, today announced that Marietta Wealth Management has joined the firm’s integrated channel as a Carson Wealth office in Marietta, Ga. The firm oversees approximately $1.6 billion in assets under advisement. Led by Managing …

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

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

Reminder: The Stock Market Is More Than Just AI

Sonu Varghese

November 6, 2026

This Is Why Everyone’s Nervous About Data Centers

Sonu Varghese

November 5, 2026

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

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.