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Featured Post

Live From Excell 2026 (FvF)

In this special release of Facts vs Feelings, recorded live at the Excell Conference 2026, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Ed Fitzpatrick, Managing Director and Portfolio Manager at JP Morgan, who leads the firm’s U.S. rates team and manages its largest core bond strategy. …

Stephen Yannone

October 30, 2026

Top Posts

The Spookiest Trends in ETFs Right Now

Grant Engelbart

October 30, 2026

The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot

Sonu Varghese

October 29, 2026

Anthropic Showed AI Can Make Money, but the Buildout Has To Prove It

Sonu Varghese

October 28, 2026

Be Careful What You Wish For (FvF Ep. 211)

Stephen Yannone

October 28, 2026

Earnings Check-In: The Bill Shows Up in Cash

Harry McDonald

October 27, 2026

Tomorrow Is the Fed, and It Is Also the Best Day of the Year

“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal   We know two things: Tomorrow is historically the best day of the year for stocks, and Kevin Warsh has been at the Federal Reserve (Fed) for three meetings, and the S&P 500 fell 1.21% in June, 1.52% in July, and …

Ryan Detrick

October 27, 2026

Carson Group Welcomes St. John & Associates to Carson Wealth Office in Milton, Ga.

Omaha, Neb. – Oct. 27, 2026 – Carson Group, a leading wealth advisory firm with over $66 billion* in assets under management (AUM), today announced that St. John & Associates, a family-owned wealth management firm based in Roswell, Ga., has joined the Carson Wealth office in Milton, Ga. The family-run team serves approximately $131 million …

Carson Group

October 27, 2026

Charts of the Week: Oct. 19-23

Thanks for reading this week’s Charts of the Week This week’s charts cover how the AI trade is unfolding, the start of earnings season, and the biggest single-day drop in financial markets history. 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

October 26, 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

Live From Excell 2026 (FvF)

Stephen Yannone

October 30, 2026

The Spookiest Trends in ETFs Right Now

Grant Engelbart

October 30, 2026

The Fed’s Fiddling (“Waiting For Information”) While Things Run Hot

Sonu Varghese

October 29, 2026

Anthropic Showed AI Can Make Money, but the Buildout Has To Prove It

Sonu Varghese

October 28, 2026

Be Careful What You Wish For (FvF Ep. 211)

Stephen Yannone

October 28, 2026

Earnings Check-In: The Bill Shows Up in Cash

Harry McDonald

October 27, 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.