What Are You Doing Today for Yourself Tomorrow?
I am David A. Carter, a wealth manager with First Financial Equity Corporation, and since 1999, I have been empowering individuals, families, institutions and business owners increase the comfort level they have with their financial position. I have worked with individuals and institutions from all backgrounds and understand the unique challenges that each investor faces. I hope to assist you in reaching your financial goals, today and in the future.
Simply put, I care about my clients. I specialize in fixed income and equity investment management. I work with clients throughout the country. Contact me today to see how my personalized, experienced approach can help find a solution to your specific needs.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
In the face of divorce, making changes to insurance coverage may be overlooked.
Lifestyle considerations in creating your retirement portfolio.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Earnings season can move markets. What is it and why is it important?
A collection of tips from professional travelers.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here’s a crash course on saving for college.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?