Carter Wealth Management

04/17/2026

Equity futures point to a slightly higher opening this morning after the major averages steadily improved from opening losses to post solid gains yesterday.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

04/16/2026

Tax refunds are providing a potential tailwind for consumer spending. At the same time, the Nasdaq rallies for the 10th consecutive day and US credit markets largely look through the Iran conflict. Read more in today's Up & Adam.

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04/13/2026

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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04/13/2026

As energy prices push headline inflation higher, core CPI will carry outsized importance for markets and policymakers alike. CIO Larry Adam shares insight in the latest Up & Adam.

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04/13/2026

Equity futures point to a flattish opening this morning after the major averages notched decent gains in yesterday's session following further optimistic developments on the geopolitical front.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

04/13/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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04/13/2026

Global markets are experiencing a risk-on rally today, following last night's announcement of a two-week ceasefire between the US and Iran.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

04/13/2026

A pause in the Iran conflict is giving markets a boost, with equities higher and energy prices retreating from recent highs. CIO Larry Adam examines what this could mean for inflation, Fed policy and defense spending in Up & Adam.

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11/20/2025

Read the latest issue of Financial Watch here:

Did you know that nearly 7 in 10 U.S. households are now living paycheck to paycheck? Rising prices and a cooling job market are big factors, but there’s another culprit that often flies under the radar: lifestyle creep. It’s something that can impact anyone, no matter their income. Read this mo...

11/17/2025

Mixed equity moves and AI scrutiny fade behind one question: Will the Fed cut rates again? This Wednesday’s FOMC minutes could offer clues. With only a 45% chance of a December cut, investors are watching how the Fed weighs inflation risks against labor market weakness. On this week’s , CIO Gene Goldman breaks down what to expect from Friday’s inflation reading—and why it could strengthen the case for rate cuts.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/14/2025

The government is back open—but uncertainty isn’t gone. Markets pulled back as investors face a data vacuum and unclear Fed policy. Volatility may stick around, but it can also create opportunity for long-term investors. Read now: https://cetera.com/market-insights/government-reopens-data-vacuum-persists?utm_source=nfaaol

11/11/2025

Read the latest issue of Retire Wise here:

2025 is coming to a close, and as we head into the final stretch, it’s the perfect time to make sure your year-end planning is on track. From “super catch-up” contributions for those nearing retirement to new updates under the One Big Beautiful Bill Act (OBBBA), there are some great opportunit...