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…
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Dr. McAlhany retires celebrating 30+ year career with Greenwood Capital
May 24, 2022
Greenwood Capital was honored to recognize the 34-year career of Dr. John W. McAlhany (pictured right) during his May 19, 2022 retirement celebration at the Greenwood Arts Center at the…
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Local Northwestern Mutual Financial Advisor awarded $15,000 grant to benefit Greenville County Foster Parent Association
May 11, 2022
Each year, Northwestern Mutual, a leading financial services company, recognizes the leadership of its financial advisors who are making a difference in their own communities through exemplary volunteerism. As part…
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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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Schoen and Martin named to Forbes’ list of Best-In-State Wealth Advisors
April 18, 2022
Craigen Schoen, CFP®, and Trey Martin, CRPS®, AIF®, WMS, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from…
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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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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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Raymond James welcomes Gray Ellenberg to downtown Greenville and new Greenwood branch
February 1, 2022
Gray Ellenberg, CFP®, recently joined Raymond James & Associates (RJA) to open the firm’s first office in Greenwood. Ellenberg will also serve clients from RJA’s downtown Greenville office. “I am…
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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…
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Raymond James & Associates
November 8, 2021
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting…
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Raymond James welcomes the Clauss & Ellison Group to the downtown Greenville branch
November 4, 2021Ben Clauss, CFA®, and Doug Ellison, CFP®, recently joined Raymond James & Associates (RJA) to form the Clauss & Ellison Group of Raymond James. Also joining them are Financial Advisor…
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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…
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John Beale promoted to Greenwood Capital Compliance Manager
October 26, 2021
Greenwood Capital, an SC-based $1.5 billion asset manager, is pleased to announce the promotion of John E. Beale, Jr. to the firm Compliance Manager. In this role, Beale administers Greenwood…
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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,…
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Greenwood Capital launches qualified group retirement benefits offerings
September 14, 2021
Greenwood Capital is pleased to launch qualified group retirement solutions such as 401(k), 403(b), profit sharing plans, cash balance plans, and other retirement offerings to local businesses and business owners.…
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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.…
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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…
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Thirteen college students join Northwestern Mutual’s nationally recognized internship program
August 17, 2021
Northwestern Mutual, a leading financial security company, has selected 13 college students to gain valuable financial planning experience in the firm’s nationally recognized internship program in its Greenville, Spartanburg and…
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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…
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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…
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Cassidy Murphy joins FinTrust Capital Advisors
June 22, 2021
FinTrust Capital Advisors announced that Cassidy Murphy has joined the FinTrust team as a Financial Planner. She will be responsible for collecting and analyzing client data, and the development of…
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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…
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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…
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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…
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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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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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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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Northwestern Mutual
January 29, 2021For more than 160 years, Northwestern Mutual has been helping clients plan for their financial security with confidence. Our financial advisors help clients through a comprehensive planning approach that addresses…
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