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Featured Post

Charts of the Week: July 27-31

Thanks for reading this week’s Charts of the Week This week’s charts cover the latest Fed meeting, inflation, AI-related CapEx, consumer confidence, and why some returns just aren’t making a ton of sense. 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

August 3, 2026

Top Posts

Technology Earnings Review

Blake Anderson

August 3, 2026

Are You Not Entertained?

Ryan Detrick

July 31, 2026

The Fed’s Going to Let It Run Hot (Until They Don’t)

Sonu Varghese

July 30, 2026

Course Management and Investing

Harry McDonald

July 29, 2026

Welcome to the Chip Crash (FvF Ep. 198)

Ryan Detrick

July 29, 2026

Carson Group Welcomes Doyle and Loughman Wealth Management to Integrated Community

OMAHA, Neb. —  July 29, 2026 — Carson Group, a leading wealth advisory firm with over $60 billion* in assets under management (AUM), today announced a new partnership with Doyle and Loughman Wealth Management. The New Hampshire based wealth management firm serves approximately $1.76 billion in advisory and brokerage assets and joins Carson from Wells …

Carson Group

July 29, 2026

Earnings Check-In: Alphabet…

Welcome to Carson Investment Research’s Earnings Check-In for the week ending July 24, 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

July 28, 2026

Charts of the Week: July 20-24

Thanks for reading this week’s Charts of the Week This week’s charts cover the recent Oil spike, the Fed’s rate decision, sector dispersion, and how the banking sector is doing just fine right now. We’ll keep publishing Charts of the Week every Monday (even though today is Tuesday!) To view this week’s Charts of the …

Carson Research

July 28, 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

Charts of the Week: July 27-31

Carson Research

August 3, 2026

Technology Earnings Review

Blake Anderson

August 3, 2026

Are You Not Entertained?

Ryan Detrick

July 31, 2026

The Fed’s Going to Let It Run Hot (Until They Don’t)

Sonu Varghese

July 30, 2026

Course Management and Investing

Harry McDonald

July 29, 2026

Welcome to the Chip Crash (FvF Ep. 198)

Ryan Detrick

July 29, 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.