Joined January 2017
- Tweets 8,191
- Following 1,186
- Followers 7,910
- Likes 3,303
3,840 Photos and videos
Jun 12
Live from Chicago for Episode 191 of Facts vs. Feelings with @RyanDetrick,
@SonusVarghese, @jeffkilburg and @biancoresearch.
We break down bubbles, AI concentration, software disruption, and diversification. bit.ly/4xnbmlF
#FactsVsFeelings #Markets #AI
1
2
14
6,639
SpaceX’s IPO isn’t just one more headline.
It could reshape index weights, passive flows, and the AI trade itself.
@RyanDetrick and @sonusvarghese break down what it means for markets. bit.ly/3PCStKA
#SpaceX #IPO #Markets
270
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
1
1
230
May 29
The stock market is at all-time highs.
Consumer confidence is near all-time lows.
@RyanDetrick and @Sonusvarghese unpack the disconnect on the latest Facts vs Feelings. Check out the full discussion: bit.ly/4vlG6BP
#StockMarket #Inflation #FactsVsFeelings
3
362
May 26
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
2
256
May 22
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
2
3
16
6,391
May 19
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
1
291
May 15
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
1
2
27
6,010
May 13
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
3
276
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
2
12
1,070
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
280
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.
1
258
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
1
273
Apr 28
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
331
Apr 24
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
3
353
Apr 22
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
1
403
Apr 21
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
263
Apr 17
“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
1
2
363
Apr 14
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
1
323
Apr 10
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
2
13
7,354