The Carson Group


We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients. 

It is our responsibility to discover the utility of our client's capital and then implement the most  prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.

The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management. 

Latest Blog Posts

The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Interest rate mood swings

Interest rate mood swings

May 06, 2024 | Thomas Garretson, CFA

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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