Carson Group

Is this the next 1999? Semis now make up 22% of the S&P 500, yet breadth and credit spreads say this bull market isn't broken. @RyanDetrick and @sonusvarghese dig in on Episode 187 of Facts vs Feelings. Out now: bit.ly/3R37rK9 #Investing #StockMarket #AI

The next generation may know their parents have an advisor. That doesn’t mean they know you. Our VP of Estate Planning shares planning moments advisors can use to build familiarity with heirs earlier, in a new guest post via @MichaelKitces 👉 bit.ly/435tpyF

Sell in May doesn't mean exit. It means reposition. Jeff Hirsch breaks down the full seasonal playbook on Ep. 186 of Facts vs Feelings. bit.ly/4cU5cBh #SellInMay #SeasonalInvesting

AI isn’t replacing human connection in wealth management. It’s creating more space for it. Carson Group’s Dani Fava shares how AI can help advisors reduce friction and spend more time with clients. Tune in for the full conversation: bit.ly/4njQl6U

Please join us in welcoming our newest Carson Partner, Roloff Retirement Solutions, led by Ryan Roloff in Nevada. We’re excited to support their next chapter and partner together in creating meaningful, lasting impact for the clients they serve.

Computer software CPI: +59% annualized in Q1. Energy EPS estimates: up 40–45%. Materials: up 8–9% through 2027. The same thing pushing prices up is pushing earnings up. Two sides, same coin. 🎧 bit.ly/4en9CBL #Earnings #AIStocks #FactsVsFeelings

Harbor Wealth Management in Green Bay, WI is now Carson Wealth. Built on nearly a decade of partnership, Harbor Wealth continues serving the Green Bay community as an integrated Carson Wealth office. Read more: bit.ly/41XDaP9

Oil doubled. Headlines screamed. The S&P pulled back 9.1%. Three straight weeks of gains, each stronger than the last. That has never happened. Until now. Episode 184 is live. bit.ly/4sQ0Wr4 #FactsVsFeelings #SP500

Our Salt Lake City office is now a wholly integrated Carson Wealth office. After years in the Carson community, this marks the next phase of a relationship built on shared values and a consistent approach to serving clients. bit.ly/4vB2PKS

Thinking about your firm’s future? Many advisors are surprised by their valuation when a transaction becomes real. See the 5 drivers of enterprise value and how to build beyond AUM. bit.ly/490sFhE

“Getting this stuff restarted is not a flip of a switch.” Even after the Strait of Hormuz reopens, oil production takes 3–4 months to recover. That delay matters — and it’s already showing up across global markets. Full conversation: bit.ly/4vBbNrB

Most boomers did everything right building wealth. Far fewer have a strategy for the tax side of spending it. Carson's chief tax strategist explains why distribution planning deserves the same attention as saving. bit.ly/3OmVldN

Oil at $115 a barrel. Jobs crushing expectations. Yet inflation may outlast the crisis. Episode 182 of Facts vs Feelings with @RyanDetrick and @sonusvarghese breaks it all down. 👉 bit.ly/4mmR6v9 #FactsVsFeelings #Inflation

The strait is closed. Earnings are rising. The market is doing something it has never done before. Ep 181 with @RyanDetrick and @sonusvarghese breaks down what's really happening beneath the headlines 👉 bit.ly/3QcayPc #FactsVsFeelings #StraitOfHormuz

Buckley Investment Group in Walla Walla is deepening its partnership with Carson as an integrated Carson Wealth office. See how the relationship is evolving: bit.ly/47D5sBH

Pulling together client information can slow down meeting prep. Carson’s AI platform now includes Client Intelligence, helping advisors review recent activity and key details more efficiently. See what’s new: bit.ly/47udM6F

Volatility feels bad in the moment, but it’s often just the price of long-term investing. Headlines and sentiment can look scary, while fundamentals tell a very different story. The key is knowing which one actually drives markets 👉 bit.ly/41wPLZ6

Most advisors think about firm value too late. In reality, the work to maximize value often starts years earlier. Around 7. This clip explains why that runway matters before a transaction. Watch the full discussion: bit.ly/41nFiiE

Starting soon. Many advisors assume AUM determines firm value. Buyers look at something very different. We're breaking down what actually drives enterprise value in advisory firms. Register here: bit.ly/4blN6Gi #RIA #WealthManagement

Estate planning “success” is often defined by one thing: avoiding probate. That misses the point. Probate is often a normal part of estate administration, even with strong planning. Carson’s VP of Estate Planning shares a smarter way to frame it. bit.ly/40OZWYU