Who Can Access Your Phone Data if Something Happens to You?
When someone dies, loved ones often have unnecessary difficulty getting access to device data because there was no plan in place to grant account permission to anyone else. Companies work hard to...
New Faces at CFM!
Please join us in welcoming our newest team members. Anna Wood is a highly experienced Office Administrator who joined Carter Financial Management in May. With over 25 years in private equity and commercial real estate, she brings a rich background and outstanding...
A Visit from Our Scholarship Winners
We were delighted when a few of our former scholarship winners came by CFM to meet us. These young men and women are phenomenal individuals, and the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez Santana...
The Power of Direct Indexing: A Strategic Approach to Investment
In the dynamic world of investing, where innovation constantly reshapes the landscape, one strategy that has gained attention is “direct indexing.” Direct indexing is an investment approach that allows investors to customize portfolios of individual stocks, mirroring...
Bill Carter Named Among Forbes’ Best-in-State Wealth Advisors for 2024
In the realm of finance, recognition from reputable institutions stands as a testament to one's expertise, integrity, and dedication to clients. It is with great pleasure and pride that we announce the inclusion of Bill Carter in Forbes' prestigious Best-in-State...