Articles authored by Carson Group

Ah, the unmistakable signs of Fall are here – the crisp chill in the air, pumpkin spice adding autumnal warmth to seemingly every store shelf, and the lush green foliage gracefully yielding to a kaleidoscope ablaze with vivid colors. Yes, Fall is upon us which of course means third quarter earnings are approaching. Much like …

In the ever-evolving world of investing, markets can shift in the blink of an eye. While a mere few weeks do not necessarily establish a solid trend, it’s hard not to notice that the Technology Sector, which had been a front-runner for a significant part of the year, seems to have taken a backseat. Since …

Of all the commodities that course through the veins of our world, it seems that none has the power to influence nations, economies, and daily lives quite like oil. It’s the lifeblood of industry, the force that propels most of our cars and planes, and an underlying current of geopolitics. Oil prices have been steadily …

On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering (IPO). This not only marks the biggest public offering since Rivian Automotive’s debut in October 2021 but also offers a sign that the IPO market is …

Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology companies, for nearly a decade. The lag has worsened over recent years as inflation picked up and equity indices have become even more concentrated at the …

“Profitability is not an afterthought. It’s the foundation of our business.”  – Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. We believe that improving profitability may continue to support earnings growth for some time to come as structural changes continue to drive efficiencies. Profitability stands as …

You may have noticed, artificial intelligence (AI) arrived on the scene with a bang. It’s a topic that’s caught the attention of CEOs on Wall Street and with good reason. Generative AI is poised to revolutionize various aspects of our personal and professional lives. Its influence has already seeped into our daily routines. Whether it’s …

In the traditionally male-dominated field of financial advice, a glaring gender gap persists with women making up only 15-20% of professionals in the industry.1 A Carson Group study found women in wealth management face distinct barriers, notably caregiving obligations and a male-dominated culture, which significantly impacts their career trajectories.2 Moreover, the study highlighted flexibility as …

Growth-minded firms understand that there is more than one path to success. Watch our on-demand webinar today for valuable insights on how to drive more business for your firm. You’ll learn how to: 1. Increase your prospecting reach with organic marketing tactics 2. Grow your firm through mergers and acquisitions 3. Future-proof your firm by …

“Life is like dancing. If we have a big floor, many people will dance. Some will get angry when the rhythm changes. But life is changing all the time” – Miguel Angel Ruiz A “rolling recession,” as some have described the current economy, is like a dance of ever-changing business dynamics. It happens when a …