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Featured Post

Still Riding the Wave: Our 2026 Midyear Outlook in Charts

Our theme heading into 2026 was riding the wave, and halfway through the year, that wave is still rolling. The S&P 500 returned 10.2% in the first half, and what matters most is that those gains came from fundamentals. Record earnings, expanding margins, and a still-accelerating AI investment boom did the heavy lifting. The ride …

Carson Research

July 15, 2026

Top Posts

Here’s Our Midyear Outlook 2026 (FvF Ep. 196)

Ryan Detrick

July 15, 2026

Earnings Check-In: Earnings Season Is Back with a Q2 Preview

Harry McDonald

July 14, 2026

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

Technology earnings season for the second quarter is fast approaching. Investors are facing the most divergent performance among sector constituents in recent history, with semiconductors having surged in performance while software continues to struggle. Capital expenditures and revenue growth are likely to be under scrutiny this earnings season as companies try to show they’re on …

Blake Anderson

July 13, 2026

Our Favorite Charts From the First Half of 2026

What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). Altogether, 6 months felt like 6 years. So to mark the halfway point, the Carson Investment …

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

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

Still Riding the Wave: Our 2026 Midyear Outlook in Charts

Carson Research

July 15, 2026

Here’s Our Midyear Outlook 2026 (FvF Ep. 196)

Ryan Detrick

July 15, 2026

Earnings Check-In: Earnings Season Is Back with a Q2 Preview

Harry McDonald

July 14, 2026

2026 Midyear Outlook: Still Riding The Wave Is Here!

Ryan Detrick

July 14, 2026

Charts of the Week: July 6-10

Carson Research

July 13, 2026

Technology Earnings Preview

Blake Anderson

July 13, 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.