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Sound Income Group Reveals Academy For Supporting Advisor Growth

In The Media /

By Amit Chowdhry September 13, 2024 https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/ Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified financial services company, announced it is launching Sound Income Academy to continue enhancing its income-focused wealth management platform for independent financial professionals. The firm supports independent annuity producers in achieving elevated growth and success as […]

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The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks

In The Media /

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management enterprise recruiting top talent, reputation in the marketplace and an ability to both differentiate itself and effectively promote its culture and resources are the jumping off points for every conversation

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Investors react to fiery presidential debate between Trump and Harris

In The Media /

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump and Democratic Vice President Kamala Harris faced each other for the first time, with some analysts saying Harris put in a slightly stronger performance. Online prediction market PredictIt’s 2024 presidential

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Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

In The Media /

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. Bluespring Appoints New President. By Chris Latham September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/deals-recruiting-roundup-lpl-weg-assetmark-sound-income-group-and-more/ This edition of the Deals & Recruiting Roundup covers LPL agreeing to acquire The Investment Center, Wealth Enhancement

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More Read More »

September is historically a scary month for stocks. Why not “market time” it?

In The Media /

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect to Beetlejuice Beetlejuice director Tim

September is historically a scary month for stocks. Why not “market time” it? Read More »

Sound Income Group Rebrands Consulting Unit

In The Media /

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its consulting, coaching and marketing division to Sound Income Academy to better align with the focus of the broader organization. Founded as Advisors’ Academy in 2006, Sound Income Academy provides a training platform

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Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division

In The Media /

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers. By Leo Almazora September 4, 2024 https://www.investmentnews.com/rias/sound-income-group-sharpens-brand-focus-with-relaunched-coaching-division/256992 Sound Income Group, a diversified financial services company in Florida, is making its support for income-focused advisors loud and clear with a

Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division Read More »

Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming?

In The Media /

Sound Income Strategies founder and CEO David Scranton joins Zephyr Market Strategist Ryan Nauman to discuss all things income investing. During this engaging conversation, David shares his insight about uncovering value traps, what is driving the current rotation into value stocks and small caps, and his view on opportunities in fixed income. He also shares a great

Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming? Read More »

What happens if munis lose their tax exemption? Advisors weigh in.

In The Media /

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free municipal bonds have traditionally been the cornerstones of high-net-worth investor portfolios. So what happens if those tax-free benefits go away? Wells Fargo & Co.’s head municipal bond strategist Vikram Rai

What happens if munis lose their tax exemption? Advisors weigh in. Read More »

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Carter Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.