Category Archives: Finance

Edward W. Kramer named to InvestmentNews’ 40 Under 40 list for 2016

Abacus Planning Group, Inc. proudly announces that Edward W. Kramer, CFP®, EA has been named to InvestmentNews' 40 Under 40 list for 2016. The goal of this list is to recognize members of the financial advisory industry who are under 40 years of age and have changed the industry for the better. InvestmentNews reviewed over…
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Wallick Investments’ 4-star Morningstar Ratings continue

[caption id="attachment_3355" align="alignleft" width="300"] Wallick Investments team seated counterclockwise from left: Dan Wallick, Susan Wallick, Wade Stinnette, and Marc Murray. Photos by Renée Ittner-McManus/RIM Photography[/caption] Columbia, SC, May 25, 2016 - Morningstar® continues to recognize Wallick Investments’ chief equity strategy, WI Core Growth Composite, awarding the portfolio a 4-star Morningstar RatingTM among mid-cap core/blend managers…
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Abacus Planning Group’s Edward W. Kramer Earns Enrolled Agent License

Abacus Planning Group proudly announces that Edward W. Kramer, CFP® has met all requirements to become an Enrolled Agent.  Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards and are required to stay current with tax law and regulation.  Enrolled Agents may also represent taxpayers before the Internal Revenue Service. Mr. Kramer…
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Caliber Home Loans Welcomes Dedra Isenbarger to Columbia Branch

ATLANTA (February 24, 2016) – Kelly Allison, Regional Vice President of Caliber Home Loans, Southeast Builder Division, welcomes Dedra Fox Isenbarger, Senior Loan Consultant, to Caliber’s Columbia office. Caliber Home Loans, Inc. is a full-service national mortgage lender and agency direct seller/servicer. “Our company is growing rapidly throughout the Southeast,” says Kelly Allison. “Dedra brings…
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Wallick Investments receives 4-star Morningstar Rating

[caption id="attachment_1768" align="alignleft" width="300"] Wallick Investments team seated counterclockwise from left: Dan Wallick, Susan Wallick, Wade Stinnette, and Marc Murray. Photos by Renée Ittner-McManus/RIM Photography[/caption] Columbia, SC, March 8, 2016 - Wallick Investments, LLC is proud to announce Morningstar® continues to recognize Wallick Investments Core Growth Composite with a 4-star Morningstar RatingTM among mid-cap core/blend managers. This 4-star Morningstar RatingTM is for 5-year and overall performance for fourth quarter 2015. Morningstar® is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Also, Money Manager Review, the San Franciso-based firm providing independent analysis of private money manager firms since 1987, ranks Wallick Investments Core Growth Composite #3 in the nation among multi-cap blend managers for 7-year performance: 203% vs. Wilshire 5000’s 168%. In addition to Morningstar® and Money Manager Review, Wallick Investments also reports its performance to other Institutional databases including eVestment Alliance and Informa Investment Solutions (PSN). For more information on Wallick Investments Core Growth Composite and additional Wallick Investments high-quality equity strategies, including dividend and small-cap portfolios, see our attached performance graph, our quarterly Portfolio Review at http://www.mydigitalpublication.com/publication/?i=290234 or visit www.wallickinvestments.com. Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments adheres to the Chartered Financial Analyst® Institute Code of Ethics and accepts fiduciary responsibility for client accounts. Wallick Investments’ strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information, contact Wallick Investments at 803-699-9400 or email info@wallickinvestments.com.
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Abacus Planning Group names Jon J. Robertson as shareholder

Abacus Planning Group, Inc., proudly announces that Jon J. Robertson, LL.M, CFP® has become a shareholder in the firm.  Mr. Robertson joined Abacus in 2007 shortly after receiving his Juris Doctor from University of South Carolina.   He received his CFP® designation in 2010 and his Masters of Laws in Taxation from the University of Alabama…
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Tim B. Sease

[caption id="attachment_147" align="alignleft" width="239"] Tim B. Sease[/caption] Tim B. Sease, executive vice president and director of South State Investment Services, was selected No. 2 on the Bank Investment Consultant 2015 Top Program Managers list. The list is published by Bank Investment Consultant, a leading financial services industry magazine. Sease has been with the bank for…
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Bethany M. Griffith

[caption id="attachment_102" align="alignleft" width="300"] Bethany M. Griffith[/caption] Bethany M. Griffith of Abacus Planning Group has met all requirements to become an Enrolled Agent.  Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards and are required to stay current with tax law and regulation.  Enrolled Agents may also represent taxpayers before the Internal…
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