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...