Carter Capital Management

The truth is a little more complicated with these personal finance idioms.

The Latte Lie and Other Myths Check out this video to begin separating fact from fiction.

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

M0 is the total of all physical currency worldwide. What’s it look like?

How Big is Money? Learn a little about worldwide currency in this fun infographic

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 Monthly Market Insights | March 2025 U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while the Standard & Poor’s 500 Index fell 1.42 percent. T...

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Protect yourself from identity theft.

To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A home is the single largest financial commitment for most people. What mortgage fits you best?

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

How much is enough for your emergency fund?

Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.