
Carter Scholarship Recipient: Sarah Noor Alam
The Carter team has selected Sarah Noor Alam to receive the 2022 Carter Financial Management college scholarship.
Bitcoin and the Rise of Cryptocurrencies
Either out of curiosity or maybe even a little FOMO (Fear of Missing Out), many people are interested in learning more about cryptocurrencies. Questions advisors often hear are, “What is bitcoin? How does it work, and how can I buy it?” Raymond James has put out a...
What is a Letter of Instructions for Survivors?
Mortality is not a subject we like to spend time contemplating. Hopefully, you will live a long, productive, and full life with little consideration for its end. But taking some time to craft a Letter of instructions to survivors can reassure your heirs and help them...
Chairman’s Letter – Fall 2022
Headlines over the last few months: Federal Reserve Raises Interest Rates By 75 Basis Points Supreme Court Strikes Down New York Gun Law 53 Immigrants Die In A Container Truck In Texas G7 Economies Show Unity, Agree To Impose A Price Cap On Russian Petroleum Exports...
Community Service Day: Cornerstone Ranch
The Carter team spends two days each year doing team community service projects. This fall, we supported Cornerstone Ranch in McKinney, a 42‐acre group home for adults with disabilities. The huge garden provides food for the “ranchers”, activities and flowers that are...