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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 3pm

Capital Management Group of the Carolinas, Inc.

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Statesville, NC
Capital Management Group of the Carolinas, Inc.

Capital Management Group (CMG) offers our clients a full range of financial products and services. Click here to view Form CRS. Your cooperation is appreciated.

The financial management process at Capital Management Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we will focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Capital Management Group of the Carolinas, Inc is not affiliated with Grove Point Financial, LLC or its subsidiaries. www.grovepointfinancial.com

Trading instructions sent via email may not be honored. Please contact my office at 704-878-6677 or Grove Point Financial, LLC at 800-333-6884 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.

11/02/2026

Uncertainty is a fundamental part of life, whether it’s our relationships, our health, our finances. How comfortable are you with uncertainty? We can all benefit from becoming more comfortable with not knowing. Read more below! 👀

Will you get the job? What will the medical test results show? And what’s with that ominously vague email your boss sent?

10/30/2026

Happy Halloween! Enjoy your weekend and do NOT forget to change your clock back one hour. We know it's psychological, but let's enjoy getting our "hour" back. Be nice to yourself this weekend! ❤

10/28/2026

Social Security beneficiaries will receive a 3.6 percent cost-of-living adjustment for 2027, which would increase the average retired worker’s benefit by $75 a month. That will be the highest cost-of-living adjustment (COLA) in four years, reflecting the recent upswing in inflation. The 2026 COLA was 2.8 percent. If you have questions, call us at 704-878-6677. We can help.

See how much the cost-of-living adjustment boosts benefits next year

10/26/2026

From October 15th through December 7th, Medicare beneficiaries have the opportunity to switch between Medicare programs, transition to a different Medicare Advantage plan, or select a new stand-alone Part D plan to complement traditional Medicare. Click on the link below to access valuable information. ☀️

Timing is critically important when it comes to enrolling in Medicare. If you think you will want Medicare at any point in your life—and you most likely will—you need to understand when you can and should enroll. Use these resources from NCOA to guide you.

10/23/2026

Happy Friday! 🌞 The weather is going to be great this weekend and we all deserve a chance to enjoy some Fall weather. Carrigan Farms is a great way to spend time with those we love! Rest. Relax. Recharge. 🎃

Tap to view!

10/21/2026

Tune in to William, Monday through Friday at 7:50am on Radio - Real Country 92.9 Country Legends 550AM/92.9FM for your daily financial briefing, "Right on the Money!" 🙂 WAME Radio - Real Country 92.9

10/19/2026

What would your future self, looking back from age 80, advise you to prioritize today? What decisions would you urge yourself to reconsider, and what opportunities would you recommend seizing? Share your thoughts. :-)

If you have trouble making a tough decision, ask your 80-year-old self for the answer.

10/16/2026

🎈 Back in the day it was called the "Balloon Rally." This weekend we celebrate the 51st annual Carolina BalloonFest . The Statesville Regional Airport (531 Old Airport Rd.). is the place to be. Enjoy and have a great weekend! 😎

10/14/2026

Review our Quarterly Insights: A comprehensive analysis of the market's mixed performance this quarter, influenced by AI headlines and the Fed's rate hike. As we approach 2027, stay informed in under 2 minutes. Have questions? Contact us at 704-878-6677. 😀

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/12/2026

If you've changed jobs recently - why should you leave your 401k behind? You changed jobs for a reason. Retirement perhaps? No matter the reason you can roll your 401k into an IRA, so you have control. Call us at 704-8877. We'll show you how. :-)

Capital Management Group (CMG) offers our clients a full range of financial products and services.

Address

113 N Center Street, Ste 300
Statesville, NC
28677

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://www.mycmg.net/

Alerts

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