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…
Read MorePosted 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,…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
Ben A. Rast, CFP®, CPWA® of Morgan Stanley named Corporate Walk Chair for The Leukemia & Lymphoma Society’s Light The Night
March 26, 2023
The South Carolina/Georgia Region of The Leukemia & Lymphoma Society (LLS) announced Ben A. Rast of The Rast McFadden Wealth Management Group at Morgan Stanley as the Corporate Walk Chair…
Read MorePosted in: midlandsbiz Category: financial-advisors, non-profit, on-the-move, philanthropy
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…
Read MorePosted 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Emily Tarney, CFP® named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 7, 2023
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Financial Advisor with The Rast McFadden Wealth Management Group in Columbia has been named to the Firm’s Pacesetter’s Club,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, insurance, local-industry, on-the-move
The Rast McFadden Wealth Management Group named to Forbes Magazine’s Best-In-State Wealth Management Teams
January 30, 2023Morgan Stanley (NYSE: MS) announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, 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
Michael Oana Retirement Planning Specialist welcomes Chris Burnette
November 14, 2022
Michael Oana Retirement Planning Specialist welcomed Chris Burnette to the team as an experienced Financial Advisor. Chris is a graduate of the University of South Carolina. He has worked as…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Pendleton Street Business Advisors names Serena Concepcion-Martinez as Associate Advisor
September 8, 2022
Pendleton Street Business Advisors announced that Serena Concepcion-Martinez has been promoted to Associate Advisor with the firm. Concepcion-Martinez first joined Pendleton Street Business Advisors as Client Service Associate in 2018…
Read MorePosted in: midlandsbiz Category: business-services, employment, 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…
Read MorePosted 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.…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, financial-advisors
The International Business Brokers Association recognizes local Business Broker
June 6, 2022
The International Business Brokers Association (IBBA) has recognized Columbia Business Broker, David Yezbak, with the Platinum Chairman’s Circle Award for the second consecutive year for outstanding performance in 2021 as…
Read MorePosted in: midlandsbiz Category: business-services, financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
Ricky Jackson joins Northwestern Mutual’s Columbia office as a financial advisor and Growth and Development Director
March 9, 2022
Ricky Jackson Jr, CFP®, ChFC® has joined Northwestern Mutual, a leading financial security company, as a financial advisor and Growth and Development Director in Columbia. Jackson is a seasoned leader…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Entrepreneur Minute – Lindsay Cox, Financial Advisor
January 27, 2022
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, entrepreneurship, financial-advisors, podcast
Jane Downey, MBM Partner, named to leading U.S. Bankruptcy and Restructuring Lawyers listing
January 18, 2022
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named as one of the 2022 500 Leading U.S. Bankruptcy and Restructuring Lawyers. Downey is selected as one of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, employment-agencies, financial-advisors, law, on-the-move
MBM Law Partner, Jane Downey, named to Board of Directors for Credit Abuse Resistance Education (CARE)
December 16, 2021
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named to the Board of Directors for Credit Abuse Resistance Education (CARE). The announcement on the appointment for Downey,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, financial-advisors, law, on-the-move
South Carolina banker appointed to American Bankers Association Government Relations Council
November 17, 2021
First Reliance Bank announced that Robert Dozier, Jr., president of First Reliance Bancshares and chief operating officer of First Reliance Bank, has been appointed to serve as South Carolina’s representative…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
November 8, 2021
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 145 Mid-Cap…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, law, on-the-move
Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
FPA of South Carolina collaborating with North Carolina chapters to host annual symposium
August 19, 2021
In an effort to bring high-quality educational content to more financial planners, the Financial Planning Association (FPA) of South Carolina announced today they plan to collaborate with the Financial Planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Northwestern Mutual receives Top Workplaces award in South Carolina
August 11, 2021
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fourth consecutive year. Northwestern Mutual’s South Carolina offices were…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
How Hard is Your Cash Working?
July 27, 2021
Managing cash in a low interest rate environment by Stephen E. Maggard With current treasury yields hovering slightly above zero, individuals are experiencing angst over the lack of returns from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021
In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move
Order of Contributions
April 30, 2021
By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Columbia’s George Starnes III named one of Barron’s Top 1,200 Financial Advisors
April 21, 2021
G3 Wealth Advisors, a wealth management firm in Columbia, is pleased to announce private wealth advisor George R. Starnes III was recently named a 2021 Barron’s Top 1,200 Financial Advisor.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Wilson Kibler expands Columbia brokerage team with new hire
March 31, 2021
Wilson Kibler, a full-service commercial real estate company headquartered in Columbia since 1987, announced today it is expanding its brokerage team with the recent hiring of Clark McCarthy. McCarthy joins…
Read MorePosted in: midlandsbiz Category: business-services, commercial-real-estate, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, 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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, chamber, financial-advisors, hospitality, marketing-and-communications, media, non-profit, on-the-move, philanthropy
