Carson Group

📉 This isn’t a recession scare—it’s a market shift. With uncertainty running high, smart diversification is the way forward. Whether it’s U.S., European, or Chinese stocks, positioning matters. 🎯 Stay ahead of the curve—list to the full conversation! ⬇️ #FactsVsFeelings 🎧 Spotify: https://hubs.li/Q03cCLvC0 🎧 Apple: https://hubs.li/Q03cCMP10 👀 YT: https://hubs.li/Q03cCF6d0 #Investing #GlobalMarkets #PortfolioStrategy

March is Women’s History Month, and we’re celebrating with a special livestream edition of Facts vs Feelings! Hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, will discuss markets, taxes, investing, the economy, and more with some of the best and brightest women leaders in the world of finance. Ryan and Sonu will be joined by guests Lindsey Bell, Chief Market Strategist at Clearnomics; Debbie Taylor, Chief Tax Strategist at Carson Group; Jess Menton, Deputy Team Leader & Senior Equities Reporter at Bloomberg; and Kate Hall, VP, Alternative Due Diligence, Carson Group, as they discuss some of the challenges they’ve faced in the industry, what advice they’d give to future generations, what they’re seeing in the markets, and more! Topics of Discussion: 1. What advice would you give to a little girl who is interested in a career into finance? 2. How the Carson community has helped women and female advisors. 3. What the financial media can do to promote female financial advisors. 4. Their latest views on the markets, the economy, the Fed, and more. Date: Wednesday, March 19, 2025 Time: 10:30 a.m. CT Location/Virtual: Virtual

🌍💶The euro's recent gains — trend or temporary shift? 📈 Sonu Varghese, Ph.D., Global Macro Strategist at Carson spoke with The Wall Street Journal about why Europe’s economic moves could make this rally more durable than past fluctuations. Get the full story: https://hubs.li/Q03cmDq80 #FinanceNews #MarketTrends #Economy #CarsonGroup

Don’t miss our Facts vs Feelings livestream celebrating Women’s History Month! TOMORROW March 19 at 10:30 a.m. CT, Carson’s Ryan Detrick, CMT, Sonu Varghese, Ph.D.and guest tackle top issues women face in financial services, where they see the industry headed, and more with: Lindsey Bell, Chief Market Strategist at Clearnomics Debra Taylor CPA/PFS™️, JD, CDFA®️ Chief Tax Strategist at Carson Group Jessica Menton, Deputy Team Leader & Senior Equities Reporter at Bloomberg Kate K. Hall, CAIA, CIMA VP, Alternative Due Diligence, Carson Group Register now to make sure you don’t miss out! https://hubs.li/Q03bk-3H0

📉 Jobs report weaker than expected — but is the economy cracking? Despite slowing growth, the latest data shows no clear signs of a recession. Sentiment swings fast, but for now, the fundamentals remain solid. Listen to the full episode for the big picture. ⬇️ #FactsVsFeelings 🎧 Spotify: https://hubs.li/Q03bL9S90 🎧 Apple: https://hubs.li/Q03bK_Xj0 👀 YT: https://hubs.li/Q03bL0YR0 #Economy #MarketTrends #WealthManagement

📢 Join Us for a Special Livestream! Celebrate Women’s History Month with Carson’s Ryan Detrick, CMT and Sonu Varghese, Ph.D. on Wednesday, March 19, at 10:30 a.m. CT for a special edition of Facts vs. Feelings. They’ll be joined by accomplished women leaders to discuss: ➡️ Industry challenges ➡️ Advice for future generations ➡️ Market insights and more! Don’t miss this dynamic conversation – register now! 🔗https://hubs.li/Q03bkkYP0 #womenshistorymonth #factsvsfeelings #carsongroup #findyourfreedom #womeninwealth Debra Taylor CPA/PFS™️, JD, CDFA®️ Kate K. Hall, CAIA, CIMA Lindsey Bell Jessica Menton

Exciting Changes & A Deep Dive into Partner Transitions Join us as we welcome Mike Wieger as the new co-host of Know Your Worth! Fun fact— Mike was our very first guest on the maiden episode, making this a full-circle moment. 🔹 The Evolving RIA Landscape – What’s driving the surge in partner transactions, and what key trends are shaping the industry? 🔹 Carson’s Commitment to Growth – A look at our history of investing in existing partners and the typical life cycle from Coaching to Wholly-Owned. 🔹 Bold Predictions for the Future – What’s next for partnerships and the independent advisor space? Join the conversation and gain valuable insights into where the industry is headed! March 13 - 11 a.m. CT

Carson Group is honored to be ranked #6 on Barron's 2024 list of top RIA firms — a testament to our commitment to excellence in asset management and client service. Barron’s evaluates firms based on assets under management, growth, technology, and strategic planning — and this ranking reflects the hard work and dedication of our entire team at Carson Group. 🙌 We’re grateful for the trust our advisors and clients place in us every day — this wouldn’t be possible without you! 👉 Read more about this achievement: https://bit.ly/3XN43U1

March is Women’s History Month, and we’re celebrating with a special livestream edition of Facts vs Feelings!    Hosts Ryan Detrick, CMT, and Sonu Varghese, Ph.D. will discuss markets, taxes, investing, the economy, and more with some of the best and brightest women leaders in the world of finance:    Lindsey Bell, Chief Market Strategist at Clearnomics Debra Taylor CPA/PFS™️, JD, CDFA®️, Chief Tax Strategist at Carson Group  Jessica Menton, Deputy Team Leader & Senior Equities Reporter at Bloomberg Kate K. Hall, CAIA, CIMA, VP, Alternative Due Diligence, Carson Group    It all takes place Wednesday, March 19, at 10:30 a.m. CT. Don’t miss it! RSVP below 👇 #womenshistorymonth #factsvsfeelings #carsongroup #findyourfreedom #womeninwealth

The RIA Industry is Changing – Are You Ready? The independent advisor space is evolving fast, and Know Your Worth is tackling the big questions: 💡 Why are we seeing a flood of partner transactions? 📈 What’s Carson’s approach to long-term investment in partners? 🔮 What’s next for the industry? Tune in to the latest episode with co-hosts Michael Belluomini and Michael Wieger, JD as we break it all down! Register here: https://hubs.ly/Q039rFst0 #RIA #WealthManagement