Carter Financial Management

10/16/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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10/16/2026

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10/16/2026

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ 100 futures 119 points below fair value, as selling in the semiconductor space and AI trade has resumed.

Read in the Morning Brew.

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10/15/2026

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicating particularly sharp losses as selling pressure across technology stocks continues following yesterday's retreat.

Read Morning Brew.

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10/14/2026

Another Wonderful Carter Investment Conference!

On October 8, we were delighted to welcome clients and friends to the 47th Annual Carter Investment Conference at the Communities Foundation of Texas in Dallas!

From discussions on the markets and economy to tax planning and the important topic of brain health and dementia, the day was filled with valuable insights, meaningful conversations, and opportunities to learn together.

Whether joining us in person or virtually through Zoom, we were grateful for the opportunity to connect with so many of you.

To everyone who attended, thank you for being part of this special tradition. We missed those who couldn't join us and look forward to seeing you soon!

Most importantly, thank you for your continued trust and confidence in Carter Financial Management. It's a privilege to share these experiences and continue learning together.

10/14/2026

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banking names and weigh geopolitical developments ahead of key inflation data.

Read the Morning Brew.

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10/14/2026

Celebrating Excellence in Financial Planning!

Members of the Carter Financial Management team enjoyed attending the 2026 FPA DFW Honors Award Ceremony on October 6 at the Communities Foundation of Texas in Dallas.

It was a wonderful evening of connecting with fellow financial planning professionals and celebrating individuals and organizations making a meaningful impact in our local community.

We were especially proud of our own Joe Meylor, CFP®, CPWA®, who had the honor of introducing Dr. Jared Pickens of Texas Tech University for the Corporate Partner of the Year recognition!

Congratulations to all of this year's honorees! We are grateful to be part of such a dedicated and supportive financial planning community.

10/13/2026

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure on semiconductor stocks. European markets are mostly higher, supported by lower oil prices and bond yields.

Read the Morning Brew.

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10/12/2026

Oct. 12 - Stocks are coming off a winning week in which broader market participation helped offset weakness in technology stocks, a reversal of the recent trend of narrow market leadership.

Read the Morning Brew.

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10/09/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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