News and Insights
Carter Scholarship Recipient: Sarah Noor Alam
The Carter team has selected Sarah Noor Alam to receive the 2022 Carter Financial Management college scholarship.
News
Annual Shred Day 2025 – A Secure (and Sweet!) Success
At Carter Financial Management, we're always looking for ways to support our clients beyond financial planning—and that includes helping...
Annual Shred Day 2025 – A Secure (and Sweet!) Success
At Carter Financial Management, we're always looking for ways to support our clients beyond financial planning—and that includes helping them protect their sensitive information. On April 26, 2025, we hosted our Annual Shred Day, giving clients the opportunity to...
A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...
Carter Financial Welcomes New Summer Intern from Texas A&M
At Carter Financial Management, we're always excited to connect with the next generation of financial planning professionals! During a recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is...
2025 Economic Outlook Dinner Recap
Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future. We were honored to welcome Romina Boccia from the Cato Institute as our keynote...
Insights
Chairman’s Letter – March 2025
In my last Chairman’s letter, I said, “Looking ahead, three major economic issues stand out: the success of China’s recent stimulus...
Chairman’s Letter – March 2025
In my last Chairman’s letter, I said, “Looking ahead, three major economic issues stand out: the success of China’s recent stimulus measures, the U.S. national debt, and evolving tax policies. For years, I was unconcerned about national debt, but with U.S. debt now...
The Power of Compound Interest: A Simple Path to Wealth
Albert Einstein reportedly called compound interest the "eighth wonder of the world," noting that "he who understands it, earns it; he who doesn't, pays it." While the attribution of this quote may be debatable, the underlying truth about compound interest's...
Financial Independence, Retire Early (FIRE): A Realistic Path or a Pipe Dream?
In recent years, the FIRE movement has captured the imagination of many young professionals seeking to break free from the traditional 40+ year career path. Born from the convergence of tech industry high earners and post-2008 financial disillusionment, this movement...
Breaking Down Financial Jargon: Demystifying Investment Terms
Understanding financial terminology is crucial for making informed investment decisions. This comprehensive guide aims to clarify essential investment terms and concepts that form the foundation of sound financial planning. Core Investment Vehicles Equities...
Videos
How Does Financial Planning Work?
How Do I Find a Financial Planner?
Who is Carter Financial Management?
Financial Planning: Who Should I Trust
Linkedin
Facebook