45% of US GDP growth over the last 5 quarters came from AI investment.
@Sonusvarghese and @RyanDetrick break down why the AI wave is an economic story, not just a market one, in Ep. 196 of Facts vs Feelings. bit.ly/4fin60B#AI#Economy#GDP
Inflation, volatility and geopolitical uncertainty have all been part of 2026.
So why have markets stayed resilient?
Carson’s Midyear Outlook breaks down the first-half story and what investors may want to watch: bit.ly/4gB6tj1
Carson Wealth has expanded in Northern California with Pinnacle Wealth Management joining the firm in Roseville, CA.
The team will continue serving clients under the Carson Wealth brand.
More details: bit.ly/3RsaBYj
Ted Swenson has transitioned to Carson Wealth as an integrated office in Arvada, CO.
A Carson independent advisor since 2018, Ted’s next chapter builds on a longstanding relationship with Carson Wealth.
Read more: bit.ly/4gODxE4
Buy-in on IPO day one and you'll trail the market by 34% over the next three years.
The data has been clear for decades. Dr. Richard Thaler breaks down why in Episode 192 of Facts vs Feelings. bit.ly/4ekX8dG#IPO#BehavioralEconomics#Investing
A tax return shouldn't be the end of the conversation.
It's often the best starting point.
Carson Group Chief Tax Strategist Debra Taylor explains why the weeks after filing may be the most valuable planning window of the year: bit.ly/4acqF6v
Estate planning is still one of the biggest gaps in wealth management.
Clients know they need it. Advisors know it matters. Yet too many conversations never happen.
@wealth_mgmt covered how we’re trying to change that at scale. bit.ly/4uBuJpj
Many are saying AI will fix inflation. @RyanDetrick and @Sonusvarghese say not so fast.
Their over/under on meaningful AI deflation? At least five years. Until then, the data is hot and yields may be telling us something.
Ep. 188 of Facts vs Feelings. bit.ly/42SL1Oj
Meikle Financial Group in Phoenix, AZ has joined Carson Wealth as an integrated office, continuing under the Meikle Financial name and serving retirees and families through financial planning and wealth management: bit.ly/4wCOdLx
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