Capital Management Group of the Carolinas, Inc.

09/09/2026

Every month, we provide our 'Monthly Market Insights' in a concise 2-minute update. Stocks surge in response to AI advancements, despite mixed economic indicators. As we navigate this short work week, we invite you to reach out to us at 704-878-6677 with any questions. Our team is dedicated to providing expert guidance. :-)

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/04/2026

Happy Labor Day! 🌞 What are your plans for the weekend? It's the "Unofficial End of Summer" and time to celebrate all the workers. Give yourself time to catch your breath, get some rest and enjoy yourself. For those traveling, please be safe.

09/02/2026

Scammers do not take breaks. In 2024, Americans aged 60 and older reported losses of $7.7 billion, a 60% increase. The link provides a list of prevalent scams. If you have an elderly loved one, please share this information with them. Let's prioritize their protection.

Older adults face rising fraud losses. Discover today’s most common scams, how they operate, and practical ways to avoid becoming a victim.

08/31/2026

Our cherished possessions are inherently personal. The sentimental value of an item is unique to the individual, and it's essential to recognize that what holds significance for us may not resonate with our children or grandchildren. Here are 10 items that may not be essential to pass down to the next generation.

Downsizing your home or handing down family heirlooms? You might be surprised by the "gifts" your adult children hope to avoid.

08/28/2026

Happy Friday! It's been a week. Kids are back in school and our long weekend doesn't arrive until next weekend. Take a breath and give yourself permission to rest - relax and of course, deep breaths always help! Enjoy your weekend!

08/26/2026

It's Showtime (weather permitting)! Almost every American will be able to see it. On Thursday night, Aug. 27th, Earth's shadow will engulf the Moon for an almost-total eclipse. At maximum, 96% of the lunar disk will be covered, producing a coppery-red Moon with a bright sliver clinging to its northern edge. :-)

08/24/2026

What's the difference between "retirement" and "financial independence?" They describe two very different milestones. Financial independence provides the ability to choose. Retirement is one of the choices that may follow. By focusing on flexibility instead of a specific retirement date, you may find yourself building a financial plan that's better aligned with the life you actually want to live. If you're unsure, call us at 704-878-6677. Let's talk! :-)

08/21/2026

Happy Friday! Be kind to yourself this weekend. The kids are back in school. We're one month away from "Official-Pumpkin-Spice-Weather." Can you find time to be nice to yourself this weekend? ❤😎🏖

08/19/2026

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!" :-)

08/17/2026

Determining the optimal retirement timeline is a highly individualized decision. It's personal. Can you sustain a comfortable lifestyle without a steady income? How will you address healthcare coverage? Several crucial factors to deliberate. Here's a prudent starting point. When you have questions, call us at 704-878-6677. We provide expert guidance. :-)

The best time to retire is different for everyone. Learn about the various factors you should consider before making the decision to exit the workforce.