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...
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...
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...
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...