News and Commentary
CWA News & Events
Congratulations to Chad Kupreanik
Chad was named to the Forbes 2024 Best-in-State Wealth Advisors List
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
Congratulations to Carolina Wealth Advisors
Carolina Wealth Advisors Named to Forbes 2024 Best-In-State Wealth Management Teams List
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.