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Charleston Investment Advisors, LLC is committed to empowering our clients through education and timely information. We believe that we work together best when our clients have a broad understanding of what we do and why.

Newsletters, Posts and Press Releases

Legacy of Care

The Letter of Care is designed to provide basic information about your loved one’s personal, medical, legal, and financial needs to guardians, caregivers, relatives or friends — those responsible for providing physical, emotional and financial care when you are unable to do so. Like a map, it guides the caregivers through the day-to-day support your loved one requires.

View the Legacy of Care document »

Freshmen And Finances

Stephanie Mackara featured in The Daniel Island News post: Freshmen And Finances. Read the article »

Mike Switzer interviews Erica Smith

Mike Switzer interviews Erica Smith about De-Cluttering Your Investments. Click here to listen to the interview.

Teaching Children to Manage Money is the Gift of a Lifetime

Stephanie Mackara featured in Huffington Post: Teaching Children to Manage Money is the Gift of a Lifetime. Click here to read it now.

A Practical Overview Of How The DOL’s Fiduciary Rule Will Impact 401(k) Plan Sponsors

The 401(k) plan is usually at the back of an employer’s mind. It doesn’t renew annually, and it never fights for attention like health insurance and business insurance renewals do. Learn how the DOL’s fiduciary rule will impact 401(k) plan sponsors »

Summer 2016 Newsletter

Dear Friends, Clients and Colleagues, In Soccer often inaction on the part of a goalie is often better than action. The same can be said of being a successful investor. This first article is an oldie but a goodie—it explores how in times of pressure  …read more »

International Women’s Day Shines Light On Financial Planning Needs

Last month we celebrated the 102nd International Women’s Day. International Women’s Day (March 8) is a global day celebrating the social, economic, cultural and political achievements of women. The women in the United States and other developed countries have much more to celebrate than those  …read more »

Winter 2016 Newsletter

Dear Friends, Clients and Colleagues, Some of the news headlines in recent days remind me a little of Chicken Little: “The sky is falling! The sky is falling!” No doubt, all the headlines and reports about the downturn in the stock market can make us  …read more »

Starting the New Year with a Thud

Like many of you, I have read lots of stock market headlines and articles over the past few weeks ranging from the extreme to the outrageous. Most focus narrowly on one issue or another: China, Oil, the Middle East, etc. and all without a meaningful  …read more »

Investment Committee Special Briefing – The Market in Perspective

Read the special briefing »

Educational Articles

It takes an Island: Determine when and what to give.

The African proverb, “It takes a village” was made famous by Hillary Rodham Clinton, in her book by the same name published in 1996. This year, our families third year on the island, I am again struck by the ingenuity and generosity of our island  …read more »

Saving for College: 529, loans, financial aid, money tips and more!

The College Savings Conundrum Education is one of the greatest gifts we can give our children. There are many different types of education we can offer to our children in an effort to open their minds and their hearts, with the ultimate goal to send  …read more »

Greatest Lessons of the Great Recession

Read the article (PDF) »


"A goal without a plan is just a wish.”

~ Antoine de Saint-Exupery

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