Top Posts
Charts of the Week: August 3-7
Carson Research
August 10, 2026
ROCs & SOCs Revisited
Blake Anderson
August 10, 2026
Payrolls Are Looking Shaky Once Again, But the Labor Market Is Fine
Sonu Varghese
August 7, 2026
Other Tech Earnings Highlights
Blake Anderson
August 6, 2026
Why We Believe Strategy, not Tactics, Is Often the Key to Meeting Investing Goals
David Matzko
August 5, 2026
One Trillion Dollars (FvF Ep. 199)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up more than 400% year-to-date to a 67% collapse in July, a stark reminder that …
Ryan Detrick
August 5, 2026
Earnings Check-In: Amazon Now?
Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 31, 2026. 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 …
Harry McDonald
August 4, 2026
A Flat July for the S&P 500 Reveals Possible Futures in the Details
July was an interesting month for markets. The S&P 500 was nearly flat, falling only 0.06% (including dividends). At the same time, the volatility around AI names was enough to blow up the AI-leveraged hedge fund Situational Awareness. Even with the S&P 500 decline and the near-term correction for AI stocks, there were plenty of …
Barry Gilbert
August 4, 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
