News and Commentary
CWA News & Events
Congratulations to Carolina Wealth Advisors
Carolina Wealth Advisors Named to Forbes 2026 Best-in-State Wealth Management Team List
CWA Team Attends 2026 Teaming Summit
Our team was honored to be invited to, and attend, Janney's annual Teaming Summit in Philadelphia.
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
