Attracting and Retaining Today’s Workforce
September 20, 2022
By South Carolina Treasurer Curtis M. Loftis, Jr. As State Treasurer I’ve had the privilege of visiting many successful businesses where I’ve enjoyed meeting with the leadership teams responsible for…
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Solidarity with Israel: SC Treasurer Curtis Loftis declines annual ratings call with Morningstar
September 18, 2022
State Treasurer Curtis Loftis announced today that his office would not participate in the annual rating calls for the state’s 529 plan with Morningstar because of concerning reports that the…
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Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
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Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
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So Much to Love About 529 Plans
February 9, 2022
By State Treasurer Curtis Loftis Around this time of year, it seems every store I enter is full of heart-covered cards, rose bouquets or some other symbol of love. Whether…
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Going Into Business with your Loved One? Four Tips for Starting and Running a Successful Business Together
February 7, 2022
By Justin Hawkins, South Carolina Regional Banking Director, Wells Fargo For nearly all small business owners, business ownership is a labor of love. Yet running a business with your loved…
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Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
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Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
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S.C. Board of Financial Institutions passes resolution in opposition to proposed financial account activity reporting
October 7, 2021
State Treasurer and Board urges Congressional delegation to vote against Biden administration’s plan to monitor private citizens’ bank balances State Treasurer Curtis Loftis announced that the State Board of Financial…
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Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
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Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
Laurens resident Jamie Compton selected for Forty Under 40
August 11, 2021
GSA Business Report has selected Jamie Compton for the 2021 Class of Forty Under 40. The Forty Under 40 program honors the top 40 business professionals across the Upstate who…
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How Hard is Your Cash Working?
July 27, 2021
Managing cash in a low interest rate environment by Stephen E. Maggard With current treasury yields hovering slightly above zero, individuals are experiencing angst over the lack of returns from…
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Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
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Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
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United Community Banks, Inc. Announces Acquisition of FinTrust Capital Partners, LLC
May 13, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) today announced that its Advisory Services division will be expanding through the acquisition of FinTrust Capital Partners, LLC (FinTrust), and its operating subsidiaries…
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FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021
In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
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Order of Contributions
April 30, 2021
By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
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United Community Banks, Inc. reports first quarter results
April 21, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) announced that net income for the first quarter reached a record $73.7 million and pre-tax, pre-provision income was $81.6 million. The quarter benefited…
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United Community Bank Offers Families Tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
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How to Think About Insuring that Second Home
March 30, 2021
By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
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SPACs – Special Purpose Acquisition Companies
February 24, 2021
By William R. Jeter, CFA, CFP® SPACs are currently all of the rage in financial media. Why? As with any investment being heavily promoted, you can almost always understand by…
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Make Learning to Save Fun and Easy for Kids this America Saves Week
February 16, 2021
By State Treasurer Curtis Loftis When it comes to learning something new, you often hear, “it’s never too late.” But when it comes to smart money habits, it’s almost never…
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Creating a Budget: Empowerment Over Constraint
January 29, 2021
By Anne Marie E. Ashworth, CFP® For many, budgeting has a lot of negative connotations. Tracking where money comes from and where it goes leaves some feeling frustrated and guilty.…
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Take Care of Your Dollars in 2021
January 4, 2021
By Jerry Bellune A business broker friend congratulated us on our financial management during the 2020 pandemic. He said we did not lose near as much money as many other…
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State Treasurer Curtis Loftis reminds families about perfect one-size-fits-all gift this holiday season
November 9, 2020
Future Scholar contributions enhance college savings, provide tax benefits State Treasurer Curtis Loftis wants to remind South Carolina families about the perfect one-size-fits-all gift suggestion this holiday season – a…
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Beneficiary Designations: Why your Will and Trusts Aren’t Enough
October 29, 2020
By Anne Marie E. Ashworth, CFP® When developing a comprehensive estate plan, it is critical to understand which, if any, of your assets have (or could have) a beneficiary designated.…
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State Treasurer Curtis Loftis announces Future Scholar When I Grow Up Sweepstakes for $529 grants
August 31, 2020
State Treasurer Curtis Loftis announced today that Future Scholar, South Carolina’s 529 College Savings Plan, is celebrating national College Savings Month with a fun social media photo contest. Families can…
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Coming Soon!
July 10, 2020Coming Soon!
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