Carter Financial Management

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.

Weekly Headings Snapshot: July 17, 2026 amazonaws.com

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.

Weekly Headings Snapshot: July 10, 2026 amazonaws.com

Morning Brew --- July 10, The major averages have enjoyed two consecutive sessions of solid gains from the semiconductor group, with today's early weakness likely a mechanical pullback. Oil prices are just modestly higher this morning.

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Morning Brew: July 10, 2026 amazonaws.com

Morning Brew --- July 9, While oil prices are just modestly higher after yesterday's spike, the U.S. and Iran continue to exchange fire, with Bloomberg reporting that traffic in the Strait of Hormuz remains at a near standstill.

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Morning Brew: July 9, 2026 amazonaws.com

Carter Financial Management is proud to congratulate Tom James on an extraordinary 60 years with Raymond James.

Our firm has been affiliated with Raymond James for many years, and we have seen firsthand how the culture Tom helped establish continues to influence the way advisors serve their clients and build their businesses. His belief in integrity, independence and putting clients first has created a lasting foundation that remains deeply aligned with our own values at Carter Financial.

Tom’s impact can be measured not only in the growth of Raymond James, but also in the generations of advisors, associates and families who have benefited from his leadership.

Congratulations, Tom, on this remarkable milestone and the legacy you continue to inspire.