Eddie Mattei with Bill Carter
Among our esteemed guests, Marcia Davis adds a touch of nostalgia, having been one of Bill’s earliest employees back in 1977.
Here’s to honoring our past while embracing the future!
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...
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...
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...
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...
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