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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

Stephanie Mackara Honored with the Women’s Choice Award for Financial Advisors

Charleston Investment Advisors, LLC President Stephanie W. Mackara was honored with the Women’s Choice Award for Financial Advisors; the only South Carolina firm to receive the award. View award »

A Note About Women & Investing

Last month we celebrated the 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 in  …read more »

Spring Cleaning your Financial House

Something about the freshness of spring flowers and the breeze through open windows speckled in sunshine encourages us to clean. When we get a taste of spring we immediately want to organize, declutter, and brush off the dust and dreariness that winter has left behind.  …read more »

3 Questions to help you Plan for Retirement

Starting a new business or managing a mature business can come with significant opportunities, as well as challenges. This article will focus on the long-term planning issues that are critical to your personal and professional success as a small business owner. Every decision is yours  …read more »

A Financial Cleanse

As we dust off the pollen and the cold nights, many of us will take steps to get ourselves in shape, looking for ways to improve ourselves and get rid of some of the habits we picked up while in hibernation. Often our focus is  …read more »

New Tax Laws Regarding K-12 Tuition Payments And 529 Plans

The Federal tax reform bill included an amendment modifying section 529 of The Internal Revenue code that may allow you to pay for your child’s K-12 private school expenses with distributions from a 529 plan. This is great news, particularly for South Carolina Future Scholars plan holders.
Read the article »

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.

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) »

Videos

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

~ Antoine de Saint-Exupery

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