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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Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and anothe...
09/01/2026

Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and another spike in oil prices. The upward pressure on yields has resulted in broad weakness across overseas equity markets.

Read Morning Brew.

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August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developmen...
08/31/2026

August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developments amid a fairly quiet morning of corporate news.

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...
08/28/2026

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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August 28 - Equity futures point to a slightly lower open this morning as the market awaits a 10:00 a.m. ET address from...
08/28/2026

August 28 - Equity futures point to a slightly lower open this morning as the market awaits a 10:00 a.m. ET address from Fed Chair Kevin Warsh at the Jackson Hole Symposium.

Read more in the Morning Brew.

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August 27 - Equity futures point to a mostly higher open this morning as the latest batch of earnings results enthuses t...
08/27/2026

August 27 - Equity futures point to a mostly higher open this morning as the latest batch of earnings results enthuses the market.

Read more in the Morning Brew.

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August 26 - Equity futures are little changed this morning as the market prepares for what could easily be the most cata...
08/26/2026

August 26 - Equity futures are little changed this morning as the market prepares for what could easily be the most catalyst-driven session of the week.

Read more in the Morning Brew.

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August 25 - Equity futures point to a higher opening this morning as stocks look to bounce back from a mostly lower fini...
08/25/2026

August 25 - Equity futures point to a higher opening this morning as stocks look to bounce back from a mostly lower finish yesterday, as semiconductor stocks again weighed against relative strength in the broader market.

Read more in the Morning Brew.

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Powering Up: Technology, Innovation and the Client ExperienceSeveral members of the Carter Financial Management team pow...
08/24/2026

Powering Up: Technology, Innovation and the Client Experience

Several members of the Carter Financial Management team powered up their technology knowledge this past week at the Raymond James Technology Power-Up Workshop in Dallas!

The August 20 workshop was an information-filled day exploring new tools, emerging AI capabilities and technology designed to help us work more efficiently and continue enhancing the experience we provide our clients.

It was also a great opportunity to connect with fellow Raymond James branch associates, exchange ideas and learn from others who are working to stay ahead of the rapidly changing technology landscape.

We’re excited to bring what we learned back to the office—and, most importantly, put it to work for our clients.

Stay tuned! We’ll be sharing future articles highlighting some of the technology and services available and how they can help us help you.

August 24 - Oil is moving lower after last week's surge, providing some reprieve to the broader market ahead of the Trea...
08/24/2026

August 24 - Oil is moving lower after last week's surge, providing some reprieve to the broader market ahead of the Treasury Secretary's press conference, at which he will reveal economic sanctions against Iran.

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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