A Spectacular Quarter For U.S. Stocks Just Ended

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How To Swap Real Estate And Defer Taxes, Maybe Forever

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An Early Indication The Economy Is Stronger Than Expected

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Staying Realistic About Investing Amid Volatile Market Swings

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S&P 500 Closes Near Record High Amid Growing Ebullience

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Give To Charity From An IRA To Lower Your Tax Bill

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U.S. Leading Indicators, Retail Sales, And Atlanta Fed Forecast Signal Strength

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Giving back to the community and impacting the lives of others is an important part of who we are at Carolinas Wealth Management.

Words From Sam

A couple of weeks ago, I was hosting a friends and family event in Clemson.  We had a guest speaker who was talking about a financial product we use with some of our clients.  He and I were cutting up and the topic of what day of the week it was came up.  I asked, “What day is it anyway?” 
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David's Financial Tips

We tend to pen in this monthly piece a synopsis of what the general consensus is with regard to the direction of the market.  We wrote prior to the fourth quarter illustrating how it is historically the best quarter for the market, by far.  We then experienced one of the worst fourth quarters in history. .  FIND OUT MORE

 

 

 

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Helping good people make great financial decisions.

At CWM, our goal is to help our clients enjoy their money instead of worry about it.  Our passion is to serve people, build relationships and deliver guidance that will help optimize the financial outlook for those we serve.  Whether you have saved a little or accumulated much, we have the resources to help you make better financial decisions through educational and honest evaluations and in depth planning.   Our team of investment professionals works cohesively with qualified CPAs, tax attorneys and estate attorneys, to help individuals and families achieve financial security. We work together from a team approach, for you—our most valuable asset. In this way, your needs can be met as expeditiously and effectively as possible. Even if you currently have a financial advisor we offer a complimentary, no obligation, financial second opinion  Through this process, we are able to develop a deeper understanding of what is required to achieve your goals.  If you are working with someone already, we may be able to provide you with peace of mind, confirming that you are on the right track with your current plan.  Either way, it is our pleasure to help good people make great financial decisions.

Financial Second Opinion

You've  worked hard to relax and enjoy retirement. Do not leave your success to chance. Take full advantage of our complimentary, no obligation, financial second opinion. We will help you put all the pieces of your financial puzzle together.

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Retirement Income Analysis

Ensuring that your money lasts as long as you do is the single most important part of a well crafted retirement income plan.  We can help you understand how to minimize taxes and fees to grow and protect your nest egg.

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Social Security Planning

Social Security benefits are extremely complex.  Deciding when to begin social security benefits is one of the most difficult decisions when it comes to retirement income planning.  Let us help you navigate this issue.

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Fun with Friends & Family

At CWM, we take our job as your financial advocate very seriously but we love to have a good time!  Sign up to hear about our upcoming events, market reviews and how we provide value-added financial advice.  We never share your address.  

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Company Info

Carolinas Wealth Management

1325 Park St Suite 200
Columbia, SC 29201
P: 803.256-0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com