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How to Set Financial Goals in 5 Easy Steps
March 24, 2022Setting financial goals is an important step in becoming financially secure. Your list of goals should include both short-term and long-term goals, as well as a specific goal to reach for. Without working toward something specific, you are more likely to overspend and end up short when you really need it. While you can’t prepare […]
Memphis Business Journal: ‘As long as I’m alive:’ Carty & Co. CEO on staying locally owned, expanding into Little Rock
March 17, 2022Carty & Co. was recently featured in the Memphis Business Journal to discuss our history as a Memphis-based and locally owned firm. When Bill Carty opened Carty & Co. in 1970, he joined more than 50 locally owned broker-dealers based in Memphis. However, Carty & Co is now one of a few full-service broker-dealers based […]
What You Should Know About Asset Allocation
March 17, 2022There are many avenues to investing, and choosing the right one for you can make or break your ability to gain wealth. Those new to investing may feel as though they know nothing about stocks, bonds, or other types of asset allocation, but the truth is you learn the basic principles in your everyday life. […]
It is important to understand the difference between broker-dealers and investment advisors when making a decision that involves your financial future.
What is Reg BI?
July 20, 2020As the laws change, Carty & Company devotes time and training to make sure our financial professionals put your interests before their own. Learn more about Reg BI.
Planning your Financial Future During COVID-19
July 20, 2020We’re living in uncertain times. Planning for the future is now more crucial than ever. Learn what steps you can take to ensure your financial health during COVID-19.