Carter Financial Management

Carter Financial Management Securities Offered through Raymond James Financial Services, Inc., member FINRA/SIPC Therefore, a response to a request for information may be delayed.

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Equity futures point to a mixed opening this morning after the major averages finished mostly lower in yesterday's actio...
06/17/2026

Equity futures point to a mixed opening this morning after the major averages finished mostly lower in yesterday's action.

Read more in the Morning Brew.

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Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between...
06/16/2026

Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between the U.S. and Iran sent oil prices sharply lower. Oil continues to move lower this morning.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after President Trump announced on Sunday that a peace deal betwee...
06/15/2026

Equity futures point to a higher opening this morning after President Trump announced on Sunday that a peace deal between the U.S. and Iran has been reached.

The U.S. and Iran are set to sign the agreement this Friday.

Read more in the Morning Brew.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/12/2026

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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Oil continues to move lower to the $85 per barrel mark on reports that the two sides could agree to a deal which would i...
06/12/2026

Oil continues to move lower to the $85 per barrel mark on reports that the two sides could agree to a deal which would include reopening of the Strait of Hormuz and a commitment to not enrich uranium for a period of years.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week...
06/11/2026

Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week. Yesterday's action was defined by another intraday sell-off in tech names.

Read more in the Morning Brew.

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Cinthya Proye Attends BNY INSITE 2026 ConferenceOur summer intern, Cinthya Proye, recently had the opportunity to attend...
06/10/2026

Cinthya Proye Attends BNY INSITE 2026 Conference

Our summer intern, Cinthya Proye, recently had the opportunity to attend the BNY INSITE 2026 conference in Aurora, Colorado.

The conference brought together students, advisors, wealth management firms, and industry professionals for discussions on the future of financial services, with a strong focus on artificial intelligence, innovation, client segmentation, digital assets, and the evolving role of technology in wealth management.

Cinthya attended sessions on topics including personalized client experiences, innovation strategies, AI, and the potential impact of digital assets and blockchain infrastructure. She also had the opportunity to network, compete in a student Jeopardy-style competition, and learn more about the many career paths within the industry.

We are excited to see everything Cinthya is learning this summer and appreciate the fresh perspective she brings back to our team. It is always rewarding to watch our interns grow — and to learn from their experiences along the way.

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across ...
06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

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Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.The group led the major...
06/09/2026

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.

The group led the major averages to a higher finish yesterday, though broader market strength steadily deteriorated.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win...
06/08/2026

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win streak for the S&P 500.

Read more in the Morning Brew.

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Address

12222 Merit Drive, Suite 1800
Dallas, TX
75251

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12143634200

Website

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