Top Posts
2026 Midyear Outlook: Still Riding The Wave Is Here!
Ryan Detrick
July 14, 2026
Carson Group Raises 2026 S&P 500 Target as AI Investment, Earnings Growth and a Resilient Economy Support Continued Market Momentum
Carson Group
July 14, 2026
Charts of the Week: July 6-10
Carson Research
July 13, 2026
Technology Earnings Preview
Blake Anderson
July 13, 2026
Our Favorite Charts From the First Half of 2026
Harry McDonald
July 10, 2026
Carson Group Welcomes Pinnacle Wealth Management Team to the Carson Wealth Office in Roseville, California
Omaha, Neb. – July 9, 2026 – Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by Managing Partners and Wealth Advisors Jack Zboralske, AIF®, and Kenyon Lederer, CFP®, ChFC, CFS. The team will operate …
Carson Group
July 9, 2026
The AI Wave Is Everywhere, Even in Small Caps
You would think AI is a growth story, but it’s showing up in more places than in the obvious “large cap growth” stocks. In a recent blog I noted how even so called “value” stocks have seen returns driven by the AI wave. Looking at style box returns for the first half of the year, …
Sonu Varghese
July 8, 2026
The Summer Rally Continues (FvF Ep. 195)
In Episode 195 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the Dow’s first close above 53,000 and break down the fastest 1,000-point milestone in the index’s history. They unpack what they see as really driving the S&P 500’s 10% first-half …
Ryan Detrick
July 8, 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
