South Carolina Federal announces 2021 Scholarship Winners
April 15, 2021
South Carolina Federal Credit Union is honored to announce the winners of its 2021 scholarship program. Out of nearly 1,000 candidates, nine students were acknowledged for their academic achievements, volunteer…
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S.C. Treasurer’s Office aids College of Charleston with bond issue to retire outstanding maturities
April 9, 2021
State Treasurer Curtis Loftis announced that his office assisted the College of Charleston with the issuance of $24,075,000 in Academic and Administrative Facilities Revenue Refunding Bonds, Series 2021A, on March…
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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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Rick Redden, longtime Carolinas banking executive, to retire
March 18, 2021
Rick Redden, president of Wells Fargo’s Atlantic Region, will retire by the end of March. Redden is a well-respected, longtime banking leader throughout the Carolinas and Mid-Atlantic, with a career…
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United Community Bank prepares to amplify brand with new Chief Marketing Officer
March 4, 2021
United Community Bank is expanding its executive leadership team by adding Francie Staub as Chief Marketing Officer. In this role, Staub will spearhead the bank’s digital marketing, advertising, branding and…
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FREE online tax filing just opened – Trident United Way & SC Thrive urge using convenient option
February 26, 2021
Free service saves $200 on average in filing and tax prep fees Trident United Way and partner SC Thrive’s free tax filing portal has just opened and Tri-County residents could…
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State Treasurer Curtis Loftis recognizes Denise Harrel of DuBose Middle School as Educator of the Month
February 26, 2021
South Carolina Treasurer Curtis Loftis has recognized DuBose Middle School’s Denise Harrel as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for February. “We know that…
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United Community Bank recognized again as a top financial institution for Small Business Banking
February 25, 2021United Community Bank has been recently recognized with multiple Greenwich Excellence Awards for U.S. Small Business Banking for the year ended 2020. United received five awards in total, two of…
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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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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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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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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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Southern First announces promotion of Kevin Lee to Market Executive
February 16, 2021Southern 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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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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State Treasurer Curtis Loftis reminds teachers about application deadline for SC Financial Literacy Master Teacher Program
February 16, 2021
March 31 is deadline for third cohort of master teachers State Treasurer Curtis Loftis is reminding teachers interested in participating in the South Carolina Financial Literacy Master Teacher Program that…
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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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SCRA announces investment in drone-related startup, UASidekick
February 16, 2021South 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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Wells Fargo invests in six Black-owned banks, including Optus in Columbia
February 10, 2021
Wells Fargo recently announced equity investments in six African American Minority Depository Institutions (MDIs) as part of its March 10, 2020, pledge to invest up to $50 million in Black-owned…
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VentureSouth invests over $9 million in 26 Southeast companies in 2020
February 8, 2021
Despite the myriad challenges brought on by a global pandemic, VentureSouth announced another strong year of investment activity for 2020, with a total of $9.2 million invested in 26 early…
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United Community Bank expanding, announcing corporate headquarters in Greenville County, SC
February 3, 2021
United Community Bank, a retail and commercial bank and one of the largest full-service financial institutions in the Southeast, today announced plans to locate its corporate headquarters in Greenville County,…
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First funds deployed to small businesses from LDC revolving loan fund
February 2, 2021
On Tuesday, February 2, Mayor John Tecklenburg held a press conference with Steve Saltzman, CEO of the Charleston LDC, to announce the initial deployment of loans from the revolving loan…
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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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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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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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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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State Treasurer Curtis Loftis announces SC maintains high credit ratings, despite COVID-19 pandemic and its economic impacts
January 22, 2021
State Treasurer Curtis Loftis announced that South Carolina continues to maintain high bond ratings with the three major credit rating agencies. In preparation for a January bond issuance, Moody’s Investors…
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Financial Planning Association of South Carolina announces new Board Member
January 20, 2021
The Financial Planning Association of South Carolina announced that William Hardaway, III, CPA, PFS, CFP has joined the Board of Directors. Hardaway is from Florence and has been employed with…
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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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Glassdoor names South Carolina Federal a Best Place to Work in 2021
January 14, 2021
South Carolina Federal Credit Union has once again been recognized as one of the Best Places to Work in 2021 by Glassdoor. South Carolina Federal ranked No. 30 in the…
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City of Charleston to co-host Stimulus webinar for small businesses – Jan 27
January 13, 2021The city of Charleston Business Services Division has partnered with the U.S. Small Business Administration and Small Business Development Center to host a free webinar, The Stimulus Round 2: What…
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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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The Capital Corporation advises Forensic Engineering Technologies, LLC on its partnership with J.S. Held
January 11, 2021
Greenville, South Carolina January 8, 2021 Transaction: The Capital Corporation announced that Forensic Engineering Technologies, LLC (“FET”, headquartered in Orlando, Florida) has partnered with J.S. Held LLC (“J.S. Held”,…
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South Carolina Federal now accepting applications for $45,000 in scholarships
January 7, 2021
South Carolina Federal Credit Union is now accepting applications for its 11th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or technical college…
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United Community Bank donates $20,000 to United Way
December 21, 2020United 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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Reid Boehm promoted to South Coastal Region market executive at Synovus
December 15, 2020
Synovus announced the appointment of Reid Boehm as South Coastal Region market executive, effective January 1. Boehm succeeds Tyre Moore, who will retire from Synovus at year-end after 14 years…
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Wells Fargo
December 9, 2020Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.92 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help…
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United Community Bank welcomes Jay Rajaee as Chief Security Officer
December 7, 2020
United Community Bank welcomed Jay Rajaee as Chief Security Officer, a crucial role within the organization focusing on all aspects of information security and risk management. Rajaee has more than…
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South Carolina Federal wins Excellence in Workplace Diversity award from South Carolina Chamber of Commerce
December 3, 2020
South Carolina Federal Credit Union was honored with the Excellence in Workplace Diversity award from the South Carolina Chamber of Commerce. This awards program recognizes the accomplishments of South Carolina…
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South Carolina Federal’s Leslie Norris named HR Professional of the Year
December 2, 2020
South Carolina Federal Credit Union is proud to announce that Leslie Norris, senior vice president of human resources and development, was named HR Professional of the Year by the South…
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United Community Bank honors local military spouses with care packages
November 19, 2020
The United Community Bank team in Myrtle Beach recently participated in the bi-annual Supporting Military Families initiative for the benefit of local military spouses and their children. “Many of us…
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South Carolina Federal Advisor recognized for Outstanding Performance in Investment Services
November 10, 2020
South Carolina Federal Credit Union today announced that Colm Bailey, an Investment Advisor with CUSO Financial Services, L.P. (CFS)*, earned the Bronze Pacesetter Award, which honors the top-producing registered representatives…
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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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South Carolina Federal completes third merger of 2020
November 2, 2020
South Carolina Federal Credit Union is proud to announce its completed merger with Charleston County Teachers Federal Credit Union. This is South Carolina Federal’s third merger this year after merging…
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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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VentureSouth recognized as a Top 10 angel group in North America
October 28, 2020
VentureSouth announced that it has been recognized as one of the top 10 angel investment groups in North America for the 3rd time. The ranking comes from the Angel Capital…
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Liberty Hall Capital Partners appoints Michael J. Warren as Partner
October 27, 2020
CHARLESTON, SC – Liberty Hall Capital Partners, a private equity firm focused exclusively on investments in businesses serving the global aerospace and defense industry, announced today the appointment of Michael…
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Southern First reports results for third quarter 2020
October 27, 2020
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three- and nine-month period ended September 30, 2020. “I am proud…
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Commonwealth Financial Group
October 23, 2020
Commonwealth Financial Group is a comprehensive financial planning firm built on a vision to reinvent the way clients receive financial services. We are committed to serving our clients’ vision through…
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United Community Banks, Inc. reports third quarter results
October 21, 2020United Community Banks, Inc. reported third quarter financial results, including solid year-over-year loan and deposit growth and record operating efficiency. United delivered net income of $47.6 million and pre-tax pre-provision…
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International African American Museum receives New Markets Tax Credits from TD Community Development Corporation
October 14, 2020
TD Community Development Corporation (TDCDC), a wholly-owned subsidiary of TD Bank, N.A., announced its allocation of New Markets Tax Credits (NMTC) to the International African American Museum in Charleston, South…
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