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
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...
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...
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...
Texas A&M Announces New Bachelor’s Degree Progam in Financial Planning
The Department of Agricultural Economics in the Texas A&M College of Agriculture and Life Sciences will offer a Bachelor of Science degree program in financial planning beginning Fall 2023.This will be the first degree from Texas A&M University that focuses...
Insights
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...
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 protect data privacy but be aware that your documents, photos, and...
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...
10 Common Scams and How to Avoid Them
As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and widowers who are making decisions alone and may be particularly trusting of friendly strangers. To protect ourselves and those we...
Chairman’s Letter – Spring 2024
“Mr. and Mrs. Recession, where have you been?” What has happened to date is relatively simple; consumer spending and the labor market have both remained strong. “We are at a fork in the road economically, and the path chosen by the Fed will determine what comes next....
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