Category Archives: Finance

Wallick Investments’ February 2017 performance update

Columbia, SC - Wallick Investments’ Fidelis Composite portfolio, a combination of awardwinning Wallick Investments’ core growth strategy (#4 in the nation for 7-year return) and large-cap value Dividend Focused offering, achieved a Morningstar ranking of 4 stars out of 5 for 5-year performance among over 433 peer managers. Money Manager Review also recognized the Fidelis…
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Start Fresh financial education workshop Feb. 25

Looking for financial assistance, credit recovery, homeownership guidance, and much more; the City of Columbia’s Community Development department presents Recovering from the Holidays: Start Fresh Financial Education Workshop Series. During the workshop series learn the importance of banking, budgeting, and homeownership; also become knowledgeable about recovering and building credit. The workshop series is FREE and…
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First Community Bank welcomes new financial advisers

[caption id="attachment_7451" align="alignleft" width="150"] Brandon Caldwell[/caption] Lexington, SC – First Community Bank is pleased to announce that Craig and Brandon Caldwell have joined its financial planning and investment advisory division, First Community Financial Consultants (FCFC). In their role as financial advisors, they will develop comprehensive financial plans for clients in all the markets the bank…
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Chad Farmer promoted to CEO of Homeowners Mortgage Enterprises

COLUMBIA, S.C. – A 24-year veteran of the mortgage industry, Chad Farmer has been promoted to CEO of Homeowners Mortgage Enterprises Inc., a full-service mortgage company serving 18 states. He replaces Jim MacLeod, who has been with Homeowners Mortgage Enterprises and its parent company CoastalStates Bank for several years. Most recently, Farmer was senior vice…
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S.C. Future Scholar college savings plan earns high marks

COLUMBIA, SC – South Carolina’s Future Scholar Advisor 529 Plan ranked in the top 10 for one-, three-, five- and 10-year investment performance in a recently released nationwide analysis by Savingforcollege.com that identifies the best performing advisor-sold 529 plans. “We are honored that Savingforcollege.com recognized the Future Scholar Advisor Plan as one of the top…
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Jonathan Chandler joins Columbia office of Atlantic Bay Mortgage Group

Atlantic Bay Mortgage Group announces that Jonathan Chandler has joined our Columbia, S.C. location. In his new role, he’ll assist homebuyers in North Carolina and South Carolina, including Columbia, Myrtle Beach, Greenville, Charleston, and the Charlotte area. Chandler has over 18 years of mortgage and finance experience. While he helps all types of homebuyers, he…
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SC Community Loan Fund awarded $10 million in Community Facilities Funding

South Carolina Community Loan Fund (SCCLF) has been awarded $10 million to finance community facilities in rural census tracts in South Carolina through the USDA's Community Facilities Relending Program. The organization will also receive a grant from the Uplift America Fund and a program related investment from Bank of America as a guarantee on the…
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Electric Guard Dog acquisition named finalist for M&A Advisor awards

COLUMBIA, S.C., Oct. 5, 2016  -- Electric Guard Dog, LLC announced that the high profile acquisition of their company by Snow Phipps in June has been named a finalist in two "Deal of the Year" categories by M&A Advisor: M&A Advisor Deal of the Year ($200MM-$500MM) Corporate & Strategic Acquisition Deal of the Year ($250MM-$500MM)…
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Hobbs Group Advisors welcomes Christopher Mallon and Thomas Manly

Columbia, SC     September 13, 2016 - Hobbs Group Advisors is proud to announce Christopher Mallon and Thomas Manly have joined our team as Financial Planning Associate and Associate Advisor, respectively. Chris Mallon is a 2016 graduate of the University of South Carolina’s Darla Moore School of Business where he received a bachelor’s degree in finance.…
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Start Fresh! Financial Education Workshop Series Sept. 10 and 17

The City of Columbia's Community Development department presents Back to School Budgeting 101 as a part of their Start Fresh! Financial Education Workshop Series. Find out ways to jumpstart your back to school fund, easy techniques to save, ways to stay within your budget during the school year and many more tips to make this…
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