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Featured Post

You Want Market Breadth? You Got It, but Be Careful What You Wish For

Everyone’s been complaining that the market lacks breadth, and now we have more of it. On October 22, 324 of 500 S&P 500 companies gained, with the median stock up 1.09% (177 gained over 2%). Yet the S&P 500 fell 1.36%, technology plunged 3.3%, and the Goldman Sachs Broad AI Index dropped 6.01%. Nine of …

Sonu Varghese

October 23, 2026

Top Posts

Is the Index Hiding Something?

Grant Engelbart

October 22, 2026

5 Signs You May Be Suffering From Bond Derangement Syndrome

Barry Gilbert

October 21, 2026

Talking Midterms with Libby Cantrill (FvF Ep. 210)

Ryan Detrick

October 21, 2026

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

Thanks for reading this week’s Charts of the Week This week’s charts cover CDS spreads, new inflation measures, wealth levels, and the current state of the labor market. 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: Oct. 12-16

Carson Research

October 19, 2026

Financial Heavyweights Kick Off Earnings Season

Consumer Strength JPMorgan and Bank of America spoke to the strength of consumer spending and high consumer credit quality in their respective earnings reports. As we’ve detailed, consumer finances have remained healthy with the current mix of low and stable unemployment amidst rising wages. These factors may allow spending to continue to grow at responsible …

Blake Anderson

October 19, 2026

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

Omaha, Neb. — Oct. 19, 2026 — Carson Group, a leading wealth advisory firm with over $66 billion* in assets under management (AUM), today announced the latest evolution of its proprietary artificial intelligence-powered platform, Steve AI. Business insights within Steve analyze an advisor’s business to help them better understand performance, identify opportunities and make informed …

Carson Group

October 19, 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

You Want Market Breadth? You Got It, but Be Careful What You Wish For

Sonu Varghese

October 23, 2026

Is the Index Hiding Something?

Grant Engelbart

October 22, 2026

5 Signs You May Be Suffering From Bond Derangement Syndrome

Barry Gilbert

October 21, 2026

Talking Midterms with Libby Cantrill (FvF Ep. 210)

Ryan Detrick

October 21, 2026

Earnings Check-In: The Shortage Quarter

Harry McDonald

October 20, 2026

Remembering the Crash of 1987

Ryan Detrick

October 20, 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.