News and Insights
News
Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed...
Scholarship Winner Announced!
Meet Lidiya Gebrehiwot, a senior at Emmett J. Conrad High School. She moved to the United States in 2013 with her mother and sister from Eritrea, a beautiful country in East Africa. This month, she graduated as the Class of 2024 Valedictorian, earning both her high...
Houston Economic Outlook Dinner
Carter Financial Management hosted its Annual Economic Outlook client dinner, a tradition dating back to 2010! This special event, born from the dedication of Joe Mattei, continues to unite our Houston-area clients. Among our esteemed guests, Marcia Davis adds a touch...
Client Appreciation Day at the Dallas Museum of Art
On May 14, 2024, Carter Financial Management hosted our annual Client Appreciation Event at the Dallas Museum of Art. Attendees enjoyed food, refreshments, live guitar music, and the current featured exhibit titled “The Impressionist Revolution.” Clients, staff,...
Shred Day 2024
Many thanks to all who participated in 2024 Shred Day and braved the weather and hard rainfall to get there. This, by far, was one of our busiest Shred Day events ever. The worker with United Electronic Recycling stated that we had twice the volume as the City of...
Insights
5 Ways to Protect Your Retirement Savings from Inflation
Inflation can significantly erode the purchasing power of your retirement savings, making it essential to adopt strategies that help...
Chairman’s Letter – November 2024
As you read this, the election results are likely in. Although the outcome itself should have a limited impact on the markets, the end of election uncertainty could lead to a rally in equities. The stock market doesn’t take sides; corporate earnings ultimately drive...
Revocable Living Trusts: A Flexible Estate Planning Tool
Revocable living trusts are versatile estate planning tools that offer individuals a way to manage their assets during their lifetime while ensuring a smooth transition of those assets to beneficiaries after death. This blog post will discuss the intricacies of...
How to Talk to Your Kids About Money
Financial education is essential for fostering responsible financial habits that can last a lifetime. Many parents recognize the importance of teaching their kids about money but feel uncertain about how to initiate these conversations. Here’s a structured approach...
How to Choose the Right Financial Advisor for you?
Choosing the right financial advisor is a critical decision that can significantly impact your financial well-being and future. With a plethora of options available, it's essential to approach this process with careful consideration. Below are key factors and steps to...
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