- 713
- 346 657
Carson Group
United States
Приєднався 6 вер 2013
At Carson Group, our mission is simple. We help you find your freedom.
Carson is a one-of-a-kind accelerator for independent, growth-focused advisors like you. We’re here to empower you to press fast-forward on your firm’s growth by outsourcing the tedious back-office functions so you can get out of the weeds, focus on what’s most important, and enjoy your business again.
Run. Grow. Love Your business.
The complete ecosystem of services you’ll find at Carson Partners makes it possible for you to:
- Run your business more efficiently
- Grow more quickly
- Focus on doing what you love - both inside and outside the office.
Carson Partners has helped 130+ advisor firms find their freedom. We can help you too.
The information included herein is for informational purposes and is intended for use by advisors only.. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
14600 Branch St
Omaha, NE 68154
Carson is a one-of-a-kind accelerator for independent, growth-focused advisors like you. We’re here to empower you to press fast-forward on your firm’s growth by outsourcing the tedious back-office functions so you can get out of the weeds, focus on what’s most important, and enjoy your business again.
Run. Grow. Love Your business.
The complete ecosystem of services you’ll find at Carson Partners makes it possible for you to:
- Run your business more efficiently
- Grow more quickly
- Focus on doing what you love - both inside and outside the office.
Carson Partners has helped 130+ advisor firms find their freedom. We can help you too.
The information included herein is for informational purposes and is intended for use by advisors only.. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
14600 Branch St
Omaha, NE 68154
2024: What We Got Right, What We Got Wrong (Ep. 117)
How do market strategists assess their predictions and refine their strategies for the future?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.
They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.
Ryan and Sonu discuss:
- The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
- The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
- Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
- The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
- The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
- And more!
Resources:
Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
LinkedIn: Ryan Detrick - www.linkedin.com/in/ryandetrick/
X: Ryan Detrick - RyanDetrick
Connect with Sonu Varghese:
LinkedIn: Sonu Varghese - www.linkedin.com/in/sonu-varghese-phd/
X: Sonu Varghese - sonusvarghese
#CarsonGroup #RyanDetrick #SonuVarghese #FactsVersusFeelings #Podcast #MarketOutlook #FedRateCuts #ProductivityGrowth #InflationTrends #SmallCapStocks #TechSectorGrowth #EconomicIndicators
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.
They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.
Ryan and Sonu discuss:
- The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
- The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
- Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
- The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
- The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
- And more!
Resources:
Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
LinkedIn: Ryan Detrick - www.linkedin.com/in/ryandetrick/
X: Ryan Detrick - RyanDetrick
Connect with Sonu Varghese:
LinkedIn: Sonu Varghese - www.linkedin.com/in/sonu-varghese-phd/
X: Sonu Varghese - sonusvarghese
#CarsonGroup #RyanDetrick #SonuVarghese #FactsVersusFeelings #Podcast #MarketOutlook #FedRateCuts #ProductivityGrowth #InflationTrends #SmallCapStocks #TechSectorGrowth #EconomicIndicators
Переглядів: 341
Відео
Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences
Переглядів 3016 годин тому
What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting im...
The Thriving Advisor with Dr. Phil Pearlman (Ep. 116)
Переглядів 340День тому
How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Foun...
Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services
Переглядів 3414 днів тому
Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women's achievements, and d...
Did the Fed Kill Santa? (Ep. 115)
Переглядів 66814 днів тому
The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025. They explore th...
J.J. Peller on The Power of Setting Big Goals
Переглядів 4021 день тому
Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potential. J.J. unravels the art of goal-setting, emph...
Now the Bears Turn into Bulls? (Ep. 113)
Переглядів 445Місяць тому
Now the Bears Turn into Bulls? (Ep. 113)
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
Переглядів 38Місяць тому
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
3 Things We Are Worried About (Ep. 112)
Переглядів 1,2 тис.Місяць тому
3 Things We Are Worried About (Ep. 112)
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Переглядів 32Місяць тому
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Will Higher Rates Break The Economy? (Ep. 110)
Переглядів 313Місяць тому
Will Higher Rates Break The Economy? (Ep. 110)
The Post Election Chase is On (Ep. 109)
Переглядів 4242 місяці тому
The Post Election Chase is On (Ep. 109)
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Переглядів 1072 місяці тому
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Talking with the Two that Got The Economy Right (Ep. 108)
Переглядів 3312 місяці тому
Talking with the Two that Got The Economy Right (Ep. 108)
Talking About the Election with Libby Cantrill (Ep. 107)
Переглядів 3912 місяці тому
Talking About the Election with Libby Cantrill (Ep. 107)
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Переглядів 452 місяці тому
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Talking About Anything and Everything with Josh Brown (Ep. 106)
Переглядів 5112 місяці тому
Talking About Anything and Everything with Josh Brown (Ep. 106)
Let’s Talk About The Election (Ep. 105)
Переглядів 3802 місяці тому
Let’s Talk About The Election (Ep. 105)
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Переглядів 623 місяці тому
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
The Mega-Pod From Excell, Part 2 (Ep. 103)
Переглядів 2923 місяці тому
The Mega-Pod From Excell, Part 2 (Ep. 103)
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Переглядів 3983 місяці тому
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Переглядів 6893 місяці тому
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Переглядів 383 місяці тому
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Переглядів 7264 місяці тому
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Переглядів 504 місяці тому
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
My favorite boxer...
Rich Roll’s brother!!!
He doesn't drink or smoke or party, that's inspiring coming from someone who's had trouble with all those things. Thank you for the inspiration Bud.
Bud, unlike EJ, who admitted that he wasn't living like a boxer, whereas Bud lives the life of a boxer, you don't hear about him clubbing and hanging out with rap artist. Awesome interview. Years ago, I never bought into the EJ hype train, Bud was always on my radar.
People need to share this video, why isn't everyone who is worried about the migrant crisis watching this video
great interviewers ❤❤
You guys are awesome! Thank you for the show . I love it
Powell did not lean hawkishly into dot plot question, like he did at prior meetings, indeed!
very nice
no channel tag and no rank tag
Terrific show, Ana!
When was this recorded. Thank you!
"The spoils in life go to the risk takers" Good morning Ron 👑🟣
"Wow, your content just keeps getting better and better!"
Great
Fine
Nice dear ❤❤❤
AWESOME, guy!! Love the music addition 😀
Beautiful
Incredible technology! Thanks for sharing this, Ron
go ahead and take Success! take love
Brilliant
❤
Good show today, gentlemen. A little chitchat but not too much. Mostly useful, highly relevant information. Appreciate your work. Thank you.
Awesome
Outstanding
Carson Group 💖💖
Great
I had to quit for a couple of years because it was aggravating my prostate. Luckily I was able to go back and now I drink mostly cold brew I make myself from organic beans. I hope I never have to quit again. Best mood elevator ever.
Nice video dear
Wonderful
Kellan and Julie are such amazing people. I learn from them every time we hangout.
Terrific video. Great to see Nellie!!
Austin has overcome so much! Was wonderful spending time with him and hearing about his story
Carson has such amazing partners impacting their communities and giving back!
"PromoSM" ☹️
South Africa did better? Can you please come and show that portfolio of evidence to some of my fellow countrymen who are obsessed with offshore ONLY investing
❤❤❤
Listening from Toronto, Canada. Thank you for the guidance 🙏🙏
such a nice video
Thank you for the beautiful impact you're making on the world.
Listening from Uzbekistan, Samarkand city.
Great read on H2 gents. Thank you for the analysis and steadfast disciplines!
Thanks for sharing 🙏
Thank you so much for sharing
lovely
nice
Sounds like you have Eustachian tube dysfunction - The fluid is not in your ear canal but behind the tympanic membrane - causing a muffled sound - Pinch your nose and see if you can blow air into your inner ear as a test. Treatment - pseudoephedrine to dry the water - or short course of prednisone. I am a doctor
Nice
Real nice video