Tax tips for South Carolina college students
February 22, 2023
What you need to know: You may need to file a tax return depending on your gross income and whether or not your parents can claim you as a dependent.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, government, on-the-move
Highest Morningstar Rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance continues
February 14, 2023
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of December 31, 2022 (see chart). Only…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Love and money: Five tips for having healthy financial conversations with your partner
February 14, 2023
By Justin Hawkins Wells Fargo Branch Banking Region Director for South Carolina and Coastal Georgia Valentine’s Day is all about celebrating the love in your life, but ask anyone…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
Bank of the Lowcountry welcomes Graham Holcombe
February 6, 2023
Bank of the Lowcountry announced Graham Holcombe as the company’s new Senior Vice President and City Executive responsible for leading the Bank’s growth in Beaufort, SC. “Graham is a true…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Applications and nominations now being accepted for the 2nd Annual Palmetto Venture Fellowship
February 2, 2023
Venture Carolina, a nonprofit organization committed to connecting investors and entrepreneurs, has partnered once again with VentureSouth, one of the country’s largest early-stage investment organizations, and the South Carolina Department of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for fourth quarter 2022
January 24, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2022. “Southern First continues…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Fun and Easy Lessons in Saving
January 18, 2023
By: South Carolina State Treasurer Curtis Loftis, Administrator of Future Scholar College Savings Plan Helping the children of South Carolina grow up to be financially literate adults is a particular…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move
VentureSouth reports major milestones for 2022
January 17, 2023
Greenville, S.C. – VentureSouth reported its results from a momentous year in 2022. As one of the nation’s leading early-stage investment organizations, the firm achieved several significant milestones last year despite…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Foundation donates to Urban League affiliates across the Southeast in honor of Martin Luther King, Jr. Day
January 16, 2023
In honor of Martin Luther King, Jr.’s legacy, the United Community Bank Foundation donated $25,000 to Urban League affiliates across its footprint. The Urban League’s dedication to economic empowerment aligns…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
How South Carolina businesses can prepare for an economic downturn
January 12, 2023
By Thomas Anderson Following a global pandemic, South Carolina finance executives have redefined adaptability with warp-speed reconfiguration of capital investment plans. With a potential economic slowdown on the horizon in…
Read MorePosted in: lowcountrybizsc Category: advice, banking-and-finance, economic-development, on-the-move, op-ed
Idaho-based Tree City Advisors joins Apollon Wealth Management
December 14, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a leading wealth management solutions firm, announced the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
J.E. Wilson Advisors joins Apollon Wealth Management
December 12, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a premier provider of full-service wealth management solutions, announced the addition of J.E. Wilson Advisors, LLC, one of the first fee-only financial planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
SCRA announces new members and grant funding
December 6, 2022
Baleen Solutions, FinSiteful, PeriopHealth, Real Motors, and Sagacity were accepted as South Carolina Research Authority Member Companies. Baleen Solutions, CarbonCents, Elevate Therapeutics, Incora Health, ProTrustee, and Sojourn MedTech received new…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
SouthState welcomes veteran bankers to South Carolina team
December 5, 2022
SouthState Bank has hired seven bankers who bring years of expertise and relationship building to both South Carolina and Alabama. “Our South Carolina and Alabama markets welcome seven skilled and knowledgeable bankers with experience in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal Insurance Solutions* acquires Arthurs Insurance
November 30, 2022
South Carolina Federal Credit Union’s wholly owned subsidiary, South Carolina Federal Insurance Solutions*, has acquired the assets of Arthurs Insurance & Risk Management Services, an independent insurance agency located in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Highest Morningstar rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance
November 15, 2022Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of September 30, 2022 (see chart). Only the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
VentureSouth welcomes two new team members
November 3, 2022VentureSouth, one of the largest angel investment groups in the US, is excited to announce the addition of two new team members to support its continuing growth. Mallory Lucas joins…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Social Venture Partners raise $143,700 at nonprofit showcase
November 1, 2022
Transformational investments for six small yet powerful nonprofits. Social Venture Partners Charleston (SVP) raised a total of $143,700 at its Empower Charleston nonprofit showcase, held on October 27. The funds…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, on-the-move
TD Bank names Jacob Yost Senior Relationship Manager
October 26, 2022
TD Bank has named Jacob Yost as Senior Relationship Manager, serving the South Coast market of South Carolina, which includes the regions of Charleston, Summerville and Hilton Head. As Senior…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for third quarter 2022
October 25, 2022
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended September 30, 2022. “The third quarter saw exceptional growth for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Gary T. Pope Jr, public finance attorney at Pope Flynn, earns SCEDA Institute Certificate
October 18, 2022
Gary T. Pope Jr, a public finance attorney with Pope Flynn, a Columbia-headquartered law firm concentrating in public finance and governmental law, has completed a year-long program with the South…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, law, on-the-move
Wallick Institutional welcomes Eric Blake
October 12, 2022
Nationally-ranked Wallick Investments, LLC, a South Carolina-based registered investment advisory firm, is proud to announce that Mr. Eric Blake, a senior risk management operations analyst with TD Bank, has joined…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank recognized as a Top 100 workplace by the Dave Thomas Foundation for Adoption
October 11, 2022
First Reliance Bank has been recognized in the Top 100 workplaces by the Dave Thomas Foundation for Adoption, a national, nonprofit public charity dedicated to finding forever families for children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
TD Bank Partners with PGA REACH Carolinas Foundation
October 10, 2022Partnership to Focus on Enhanced Opportunities for Disabled Veterans Through Golf TD Bank has partnered with the PGA REACH Carolinas Foundation to enhance opportunities for disabled Veterans. PGA REACH Carolinas…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, military, on-the-move, sports
United Community Bank sponsoring inaugural Charleston ‘Riverfront Revival’ music festival
October 6, 2022
United Community Bank (United) is a sponsor of the inaugural Riverfront Revival festival curated by world-famous musician Darius Rucker. The two-day music event will be held at Riverfront Park in…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
The Southern Bank announces Board of Directors
September 26, 2022
Executives from The Southern Bank announced the new board of directors: Jamin M. Hujik, Scott M. Frierson, F. Andrew Mitchell, Scott Brandon, Frank J. Cole Jr., J. Preston Conner, Dean…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charleston Habitat & Wells Fargo team up for Welcome Home initiative in South Carolina
September 26, 2022
Wells Fargo employees, in partnership with Charleston Habitat for Humanity, helped build a home on Saturday, Sept. 24, for a local resident in the Chicora-Cherokee neighborhood in North Charleston. Wells…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, on-the-move, philanthropy
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Daniel Fowler joins professional recruiting firm Forge Search as recruiter
September 15, 2022
Daniel Fowler has joined Greenville-based Forge Search + Consulting as a recruiter after a four-year stint with Furman University as men’s basketball Director of Recruiting and Special Assistant to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, employment, employment-agencies, marketing-and-communications, on-the-move
SC Launch Inc. announces investment in BILDIT
September 15, 2022
COLUMBIA, SC – South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in BILDIT. The $200,000 investment will help the startup continue excelling in the e-commerce market where…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Wallick Investments’ Index inspires FDLS ETF
September 1, 2022After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC, has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, education, financial-advisors, on-the-move
SC Launch Inc. announces investment in AICG
August 31, 2022
South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in AICG. The $250,000 investment will help the startup continue excelling as a leader in machine learning, data integration, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Hassell elected South Carolina Bankers Association Chairman
August 30, 2022
Fleetwood S. Hassell, president and chief executive officer of The Bank of South Carolina Corporation and its subsidiary Bank of South Carolina has been elected chairman of The South Carolina…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, was recognized as the No. 5 Best Overall Bank in Bank Director’s annual “Ranking Banking” Report. Bank Director…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First names Cal Hurst as President
August 23, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Cal Hurst to President. Hurst has served as Chief Banking Officer and Executive Vice…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
California-based Westside Wealth Management joins Apollon Wealth Management
August 17, 2022
The Westside team brings nearly 60 years of combined wealth management experience to Apollon CHARLESTON, SC – Apollon Wealth Management, LLC, a leading full-service wealth management solutions firm, is pleased…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Bank of the Lowcountry welcomes Chase Talbert as new City Executive – Charleston
August 10, 2022
Bank of the Lowcountry announces Chase Talbert as its new City Executive – Charleston. In his role, Talbert will focus on growing commercial relationships in the Charleston area and in…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Highest Morningstar Rating continues for WI Fidelis 10-year and overall risk-adjusted performance
August 5, 2022
COLUMBIA, S.C. – Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal CEO Scott Woods awarded Order of the Palmetto
August 5, 2022
Governor Henry McMaster awarded Scott Woods, president and CEO of South Carolina Federal Credit Union, with the Order of the Palmetto. The Order of the Palmetto is South Carolina’s highest…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Southern First reports results for second quarter 2022
July 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2022. “I am incredibly proud of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Apollon Wealth Management names Eric Sterner as Chief Investment Officer
July 5, 2022
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings CHARLESTON, SC – Apollon Wealth Management, a fast-growing registered investment advisor (RIA),…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
McElveen named to First Reliance Bank Board
June 29, 2022
William Jack McElveen, Jr. has been named to the First Reliance Bank Board of Directors. Before his retirement, McElveen served as the bank’s Executive Vice President and Chief Credit Officer.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Tax tips about working remotely
June 21, 2022
The relief offered to out-of-state employers from South Carolina’s requirements to withhold taxes from wages for employees who temporarily work in the state due to COVID-19 will end on June…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
DHEC, SCDNR urge residents not to keep wild animals as pets
June 20, 2022
The South Carolina Department of Health and Environmental Control (DHEC) and the South Carolina Department of Natural Resources (SCDNR) urge South Carolinians not to keep wild animals as pets. To protect people…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, environmental, on-the-move
Bank of the Lowcountry selects chair, vice chair of board
June 20, 2022
Following the recent annual meeting of shareholders, the board of directors for Bank of the Lowcountry elected Peden Brown Mcleod Jr. chairman of the board and Pamela J. Robertson vice…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
City of Charleston’s ‘Bank On Charleston Youth’ summer virtual financial empowerment series starts Friday
June 15, 2022
This summer, the city of Charleston will host a virtual financial empowerment series for those in high school and college. This is the first time the program – ‘Bank On…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces SC maintains high credit ratings
June 7, 2022
State Treasurer Curtis Loftis announced that South Carolina continues to receive an excellent response from the three major credit rating agencies. In preparation for a general obligation bond issuance, Moody’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
