Leasing vs. Buying a Car: Which one is right for you?

  June 30, 2023

By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…

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

Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library

  June 5, 2023

Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…

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

Investment Policy Guidelines: The Blueprint of your Portfolio

  May 31, 2023

by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…

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

Putting Your Cash to Work

  April 25, 2023

By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…

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

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

Endeavor coworking community welcomes All Access members

  March 8, 2023

Endeavor, the coworking and office space community in downtown Greenville’s ONE tower, announces three new All Access members: Beth Gibson, president of Planning Solutions Corp; Nick Dennison, loan officer at…

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Posted in: upstatebizsc   Category: business-services, entrepreneurship, financial-advisors, manufacturing, marketing-and-communications, on-the-move

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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: accounting, advice, banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy

Drew Stevens named ‘Moore School Distinguished Young Alumni’

  February 27, 2023

Drew Stevens was just selected as the 2023 ‘Moore School Distinguished Young Alumni Award’ recipient. He’s a Certified Financial Planner with Northwestern Mutual and a partner in the G3 Wealth…

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Posted in: midlandsbiz   Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy

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

Spencer Cole joins FinTrust Capital Advisors

  January 4, 2023

FinTrust Capital Advisors, a wholly-owned subsidiary of United Community Bank, announced the addition of Spencer Cole as Vice President Investment Advisor. In this role, Cole will assist clients with wealth…

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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

Trey Martin named to AdvisorHub Fastest Growing Advisors to Watch

  November 1, 2022

Trey Martin, AIF®, WMS, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, was among the Raymond James-affiliated advisors named to the AdvisorHub Fastest…

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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

Kalisse L. Evert named Marketing & Events Specialist

  September 21, 2022

Greenwood Capital Establishes New Position to Support Ongoing Growth Greenwood Capital has named Kalisse L. Evert in the newly established Marketing & Events Specialist position. This role will actively impact…

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Posted in: upstatebizsc   Category: financial-advisors, 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…

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

Emily Tarney named Insurance Planning Director

  August 25, 2022

Morgan Stanley announced that Emily Tarney, a Financial Advisor in the firm’s Columbia office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation.…

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

The Tale of Two Savers

  July 13, 2022

Albert Einstein is reputed to have said, “Compound interest is the eighth Wonder of the World. He who understands it earns it; he who doesn’t, pays for it.” What is…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: advice, financial-advisors

Bethany Thompson accomplishes path to U.S. citizenship

  June 30, 2022

FinTrust Capital Advisors is pleased to announce that Bethany Thompson, CES™ Registered Client Service Administrator, has successfully passed all aspects of the 10-step naturalization process to become a U.S. Citizen.…

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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

Edward Jones

  June 6, 2022

Throughout my life, helping others has been an integral part of whom I am. I chose a career in financial services because I believe I can make a difference in…

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Posted in: laurenscountybuzz   Category: financial-advisors

Financial Advisor

  May 31, 2022

20 years strong and still growing, there has never been a better time to become a part of the progression at Commonwealth. At Commonwealth the value we provide our clients…

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Posted in: lowcountrybizsc   Category: financial-advisors

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

Charitable Gifting with Appreciated Securities

  March 31, 2022

By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…

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

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