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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Lifestyle considerations in creating your retirement portfolio.
When you’re married and have children, insurance needs will be different.
Four vacation destinations you might never have thought of.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?