News Blog

How humble beginnings shaped leading advisor

From the depths of grief and very humble beginnings, Jackie Porter, a senior financial advisor at Carte Wealth Management, shares her own life lessons about the importance of financial independence and of having her own money.

Read this interview here

admin001

Recent Posts

Exploring Financial and Emotional Resilience

Click here to watch teh session: https://www.youtube.com/watch?v=nPqrbv9Nvd4   In this enlightening session, we delve into…

3 months ago

Mindshift Mastery and Emotional Resilience

Click here to watch the full live session From Distraction to Deep Focus With the…

3 months ago

Creating a mentor mindset: How to become one or find one

Greetings, Confidant community! Welcome to another edition of Live at Five with the Financial Confidant.…

3 months ago

Legal Financial Fitness: A Comprehensive Checklist for Thriving Practices

Embarking on a successful financial journey is a vital aspect of maintaining a thriving legal…

3 months ago

How to Mentally and Financially Prepare for a Layoff

Welcome to our Wednesday Live and Ask Me Anything series, and Happy New Year! In…

4 months ago

2023 tax considerations you may have missed

As the year comes to a close and the holiday season approaches, it's easy to…

4 months ago