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Featured Post

Here’s Why the S&P 500 Just Hit a New All-Time High Despite Rising Interest Rates

The S&P 500 hit a new all-time high on Tuesday (October 6th), its first since August 13th. The index is up 14.2% year-to-date, or 15.2% including dividends. Many folks seem confused about why stocks are doing so well even as bond yields keep rising. The 10-year Treasury yield is at 5.29%, and the 30-year is …

Sonu Varghese

October 8, 2026

Top Posts

Carson Group Expands Presence in New Jersey with Addition of Foran Financial Group

Shannon Greene

October 8, 2026

New Highs Are Here, But the Party Isn’t Over Yet

Ryan Detrick

October 7, 2026

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

Sonu Varghese

October 6, 2026

Charts of the Week: Sept. 28 – Oct. 2

Carson Research

October 5, 2026

Y(AI)2K

“COMPUTER DOOMSDAY?” was a Washington Post op-ed published in 1998. It details an estimated 60% chance of economic collapse caused by a failure in telephone, power and credit card systems, among others, due to the impending millennium bug. 28 years since publication, this op-ed would probably get a lot of clicks today if it were …

Blake Anderson

October 5, 2026

A Goldilocks Jobs Report for Markets

Headline payroll growth disappointed again in September, with the economy adding just 29,000 jobs, well below expectations for a 90,000 gain. We also got downward revisions: August was revised from +162,000 to +133,000, and July from +21,000 to -10,000. Put together, employment in July and August was 60,000 lower than previously reported, and the 3-month …

Sonu Varghese

October 2, 2026

Has Bitcoin Found a Base?

Previously the darling of headlines, Bitcoin and crypto have slid to the back of the room, as prices have failed to keep pace with equities. Bitcoin is down roughly 25% over the past year, but has recently seen a rebound that may have some legs – even in the face of macro headwinds. Prices fell …

Grant Engelbart

October 1, 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

Here’s Why the S&P 500 Just Hit a New All-Time High Despite Rising Interest Rates

Sonu Varghese

October 8, 2026

New Highs Are Here, But the Party Isn’t Over Yet

Ryan Detrick

October 7, 2026

Market Breadth is Overrated (FvF Ep. 208)

Ryan Detrick

October 7, 2026

The AI Capex Boom Is Boosting Activity and Prices

Sonu Varghese

October 6, 2026

Charts of the Week: Sept. 28 – Oct. 2

Carson Research

October 5, 2026

Y(AI)2K

Blake Anderson

October 5, 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.