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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, financial-advisors, on-the-move

Northbridge Wealth opens second office in Chapin

  February 22, 2021

Northbridge Wealth, announced the establishment of its new office located in Chapin, South Carolina. This milestone is a commitment by Northbridge Wealth in its mission to provide wealth management strategies…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Whom Should I Select to Serve as Trustee?

  February 22, 2021

By Jonathan J. Robertson, CFP® When people are updating their estate documents, they frequently leave assets in trust for someone else. The key concept behind the idea of a trust…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: advice, banking-and-finance, law, on-the-move

First Community Bank names J. Ted Nissen President

  February 18, 2021

The First Community Bank Board of Directors announced today that Ted Nissen, Chief Banking Officer and Executive Vice President, has been named President, a newly established role. He will work…

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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, headlines, on-the-move

Highest Morningstar Rating for Wallick Investments’ Fidelis

  February 17, 2021

Wallick Investments, LLC’s faith and factor-based separate account composite, Fidelis, received a 5-star Morningstar RatingTM among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Nancye Bailey earns Certified Association Executive credential

  February 16, 2021

ASAE has announced that Nancye Bailey, President of NDB Association & Event Management, has earned the Certified Association Executive (CAE®) designation. The CAE is the highest professional credential in the…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, business-services, chamber, financial-advisors, hospitality, marketing-and-communications, media, non-profit, on-the-move, philanthropy

Southern First announces promotion of Kevin Lee to Market Executive

  February 16, 2021

Southern First Bank (NASDAQ: SFST), a unique Southeastern financial institution poised to expand and grow, announces the promotion of Kevin Lee to Market Executive of the Charleston region. With over…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, on-the-move, op-ed

United Community Bank rank earns top honors from Forbes

  February 16, 2021

United Community Bank has recently been recognized on two prestigious lists by Forbes magazine. For the eighth consecutive year, the bank was named to Forbes list of America’s Best 100…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

SCRA announces investment in drone-related startup, UASidekick

  February 16, 2021

South Carolina Research Authority (SCRA) announces its affiliate, SC Launch, Inc.’s, investment of $200,000 in UASidekick, Inc., a Greenville-based drone software company. UASidekick became an SC Launch Member Company in…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, hi-tech-information-tech, on-the-move

A Conversation with Dominik Mjartan, Optus Bank

  February 15, 2021

Optus Bank was founded 100 years ago by visionary African American leaders who established Victory Savings and Loan to provide access to capital to individuals and business excluded from the…

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Posted in: midlandsbiz   Category: banking-and-finance, podcast

South Carolina Planned Giving Council welcomes three new board members

  February 1, 2021

The South Carolina Planned Giving Council recently announced the addition of three new board members as well as a new slate of officers. Michelle Hardy, Benita Hopkins and Daniel Prohaska…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, non-profit, on-the-move, philanthropy

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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, life, on-the-move

Southern First reports 2020 financial results

  January 26, 2021

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for three-month period and year ended December 31, 2020. “While 2020 was a…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

United Community Bank strengthens commercial lending leadership

  January 25, 2021

United Community Bank announced a new leader for its growing Middle Market and Asset Based Lending divisions. Experienced banker John Thompson has been named Middle Market and Asset Based Lending…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

First Citizens Bank breaks ground on branch at Nexton

  January 19, 2021

First Citizens Bank recently broke ground on its 4,250-square-foot branch at Nexton, South Carolina’s most innovative and walkable community. Scheduled to open in late 2021, the branch will be located…

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Posted in: lowcountrybizsc   Category: banking-and-finance, commercial-real-estate, on-the-move, residential-real-estate

VentureSouth portfolio company to go public

  January 13, 2021

VentureSouth announced that its portfolio company Proterra, a leading commercial electric vehicle technology company with manufacturing operations in South Carolina, will become publicly listed through a merger with special purpose…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, business-services, headlines, on-the-move, transportation

AllSouth Federal Credit Union now serves Orangeburg County

  January 12, 2021

AllSouth Federal Credit Union announced the expansion of their field of membership to include Orangeburg County. AllSouth now proudly serves nine counties in the Midlands area to include Calhoun, Fairfield,…

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Posted in: midlandsbiz   Category: banking-and-finance, business-services, marketing-and-communications, on-the-move

Andy Westbrook joins Countybank as Commercial Banking Manager

  January 12, 2021

Countybank welcomed Andy Westbrook as Executive Vice President, Commercial Banking Manager in Greenville. Westbrook comes to Countybank with more than 35 years of commercial banking experience. In his role as…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Jenna Bates joins Ameris Bank as commercial banker

  January 6, 2021

Ameris Bank Market President Greg Clark announces that Jenna Bates has joined Ameris Bank as a commercial banker. Bates will be responsible for expanding commercial banking relationships throughout the area,…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

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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Posted in: laurenscountybuzz   Category: advice, banking-and-finance, on-the-move

United Community Bank donates $20,000 to United Way

  December 21, 2020

United Community Bank announced gifts totaling $20,000 to five United Way chapters throughout the bank’s southeastern footprint. The donations were made on behalf of an interactive online campaign the bank…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move