Articles authored by Carson Group

Don’t Miss Facts vs. Feelings Livestream – Tricks, Treats & Twists

Feeling spooked by all the market uncertainty as we head toward the end of the year? From inflation to Fed policy to the labor market to geopolitical worries to the bull market to the election, there are a scary number of economic concerns to keep an eye on over the last couple months of 2024.  …

How to Invest in AI: A Beginner’s Guide

Artificial Intelligence (AI) is no longer just a futuristic concept; it’s a driving force behind significant advancements across industries. From healthcare to finance, automotive to retail, AI is transforming businesses’ operations, making it an attractive investment opportunity. If you want to capitalize on this revolutionary technology, here’s a beginner’s guide to investing in AI. Why …

Under the Hood: Second Quarter Earnings Recap

As the second quarter earnings season draws to a close, the overall takeaway is surprisingly positive, especially given the recent increase in volatility. Despite heightened turbulence, earnings are growing at their fastest pace since 2021. Investors were rattled in late July by a perfect storm of events—a sharp 8% decline in the S&P 500, driven …

Excell 2024: Meet the Sponsors for This Year’s Event

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. And Excell wouldn’t be what it is without the support of our sponsors. Here are the sponsors for this year’s …

How AI is Leveling the Playing Field for Women and Minorities in the Workforce

In recent years, Artificial Intelligence (AI) emerged as a transformative force across various industries. Its potential to drive efficiency, innovation, and economic growth is widely recognized. However, beyond these advantages, AI is also playing a crucial role in leveling the playing field for workers, particularly for women and minorities. This technology is breaking down traditional …

Excell 2024: Get to Know Mainstage Speaker Wendy De La Rosa

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …

Excell 2024: Take a Deep Dive into Your Favorite Topic with Our Breakout Sessions

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. And our breakout sessions will dive into several topics critical to your firm’s growth. No matter your role at your firm or what stage you’re at in your career, Excell has something for you. Here’s a look at the breakout …

Under the Hood: Earnings from Consumer Facing Companies

As macroeconomic data points to a resilient yet slowing economy, corporate earnings updates are reinforcing this narrative, especially in consumer-oriented businesses. The first quarter revealed a more selective consumer, with shoppers trading down; as Walmart noted, wealthier customers were increasingly seeking value, evidenced by fancier cars in their parking lots. Initially, it was believed that …

Top 5 Ways Financial Advisors are Using AI Today

It’s funny, despite the extraordinary level of investment in AI, use cases may appear limited at first glance. There are a few game-changing examples or “killer apps” to highlight. However, its influence is subtly growing across various aspects of our daily routines. From refining search results in Google, assisting with email composition in Outlook, analyzing …

Excell 2024: Get to Know Mainstage Speaker Kyle Scheele

Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage to help you turn your business into what you know it can be and confirm that Carson is the right place …

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