SCDOR Tax Tips: tax credits for SC business owners that could lower their tax liability
April 4, 2023
If you’re a South Carolina small business owner and want to save money on your tax bill in 2023, the South Carolina Department of Revenue (SCDOR) wants you to know…
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Southern First appoints Andy Borrmann as Chief Financial Officer
April 4, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Andy Borrmann as Chief Financial Officer and Executive Vice President. Borrmann joins Southern First…
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United Community Bank opens new branch in downtown Charleston
April 4, 2023
United Community Bank is strengthening its presence in Charleston by adding its first downtown branch inside the Charleston Tech Center located at 997 Morrison Drive. The branch is now open…
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New Market Executive for Bank of America Private Bank
April 2, 2023
Gregg N. Frierson has been named South Carolina Market Executive for Bank of America Private Bank. In this role, he leads the overall efforts of the Charleston, Columbia and Greenville…
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The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
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VentureSouth invests in 100th company
March 29, 2023
VentureSouth announced a major milestone, as the firm and its investors have now invested in 100 early-stage companies. Earlier this month, VentureSouth invested in Darby, a healthcare technology startup, marking…
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Redden named to First Reliance Bank Board
March 29, 2023
Rick Redden has been named to the First Reliance Bank Board of Directors. Rick has extensive experience working with banks, public and private companies, non-profits, and higher educational institutions to…
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First Citizens Bank enters into whole bank purchase of Silicon Valley Bridge Bank, N.A.
March 28, 2023
First-Citizens Bank & Trust Company, a subsidiary of Raleigh-headquartered First Citizens BancShares, Inc., announced that it has entered into an agreement with the Federal Deposit Insurance Corporation (FDIC) to purchase…
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Lima One Capital adds Robert Greenberg to launch Lender Finance initiative
March 20, 2023
Lima One Capital continues to prove why it is the nation’s premier lender for real estate investors as it hires industry veteran Robert Greenberg to develop and launch a new…
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Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
March 20, 2023
South Carolina-based RIA firm Wallick Investments, LLC announced that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations…
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David Parler joins First Reliance Bank as Residential Lending Specialist
March 15, 2023
David Parler has joined First Reliance Bank as Residential Lending Specialist and will be in the Columbia, SC, Main Street Branch. He will assist customers with their mortgage financing needs…
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HI Mark Capital announces equity investment from Bank of America
March 15, 2023
HI Mark Capital, the first majority Black-owned venture capital firm founded in South Carolina, has received an equity investment from Bank of America as part of the company’s commitment to…
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South Carolina Federal hires new CFS* investment advisor
March 14, 2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through…
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A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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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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…
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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…
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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…
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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…
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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…
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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…
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