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Featured Post

Earnings Check-In: The Shortage Quarter

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

October 20, 2026

Top Posts

Remembering the Crash of 1987

Ryan Detrick

October 20, 2026

Charts of the Week: Oct. 12-16

Carson Research

October 19, 2026

Financial Heavyweights Kick Off Earnings Season

Blake Anderson

October 19, 2026

Carson Group Debuts New Business Insights Feature, Turning Advisor Data into Growth Insights

Carson Group

October 19, 2026

It’s All One Big Trade Now: AI or Bust

Sonu Varghese

October 16, 2026

Why the Job Market Feels Broken for People My Age

Almost every friend of mine who has looked for a job this year has a similar story. They sent out dozens of applications, sometimes hundreds, and heard back from maybe two or three. The ones who landed something usually knew someone on the inside. For a long time, the advice was simple. Get good grades, …

Harry McDonald

October 15, 2026

Nine Charts on Midterm Elections

“If the opposite of pro is con, then the opposite of progress must be Congress.” Sam Stovall, Chief Investment Strategist at CFRA   Ready or not, midterm elections are coming. We’ve already discussed them in detail in Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might, but I wanted to share …

Ryan Detrick

October 14, 2026

The Bull Market Turns Four (FvF Ep. 209)

In Episode 209 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, celebrate the bull market turning four. With the S&P 500 up about 128% on a price basis and 131% including dividends since October 2022, the hosts note that no bull market in the last 50 …

Ryan Detrick

October 14, 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: The Shortage Quarter

Harry McDonald

October 20, 2026

Remembering the Crash of 1987

Ryan Detrick

October 20, 2026

Charts of the Week: Oct. 12-16

Carson Research

October 19, 2026

Financial Heavyweights Kick Off Earnings Season

Blake Anderson

October 19, 2026

It’s All One Big Trade Now: AI or Bust

Sonu Varghese

October 16, 2026

Why the Job Market Feels Broken for People My Age

Harry McDonald

October 15, 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.