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Featured Post

Here Comes the Best Month in a Midterm Year

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain   The bears had their shot last week, as Treasury yields soared and at a bad time too, as the third week of September is …

Ryan Detrick

September 29, 2026

Top Posts

Carson Group Welcomes Heritage Financial to Independent Advisor Channel

Carson Group

September 29, 2026

Charts of the Week: Sept. 21-25

Carson Research

September 28, 2026

Dr. Lisa Su Leads AMD to $1 Trillion

Blake Anderson

September 28, 2026

Trying to Make Sense of the Housing Market

Harry McDonald

September 25, 2026

Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might

Barry Gilbert

September 24, 2026

The Consumer Is Clearly in Good Shape

The headline above seems ridiculous when gas prices are almost $4.50/gallon and diesel is at a record $6.52/gallon (nationwide averages). Inflation is running hot across the board, from electronics to pet care to lawn care. Surely consumers are struggling. But there are two ways higher gas prices can play out: Consumers pay up for higher …

Sonu Varghese

September 23, 2026

Tech or Bust? (FvF Ep. 206)

In Episode 206 of the Facts vs Feelings Podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the Mag 7’s surge to a new all-time high, edging out the S&P 500 itself. The hosts point to Meta’s blockbuster rally, up double digits on the back of a new …

Ryan Detrick

September 23, 2026

Never Short a Dull Market

“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” -Michelangelo   There’s an old saying on Wall Street to never short a dull market. “Shorting the market” means you sell first (borrowing the shares), then hope to buy …

Ryan Detrick

September 22, 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 Comes the Best Month in a Midterm Year

Ryan Detrick

September 29, 2026

Charts of the Week: Sept. 21-25

Carson Research

September 28, 2026

Dr. Lisa Su Leads AMD to $1 Trillion

Blake Anderson

September 28, 2026

Trying to Make Sense of the Housing Market

Harry McDonald

September 25, 2026

Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might

Barry Gilbert

September 24, 2026

The Consumer Is Clearly in Good Shape

Sonu Varghese

September 23, 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.