Category Archives: Finance

Homebuyer assistance program July 29-30

WHAT:    A two-day NeighborhoodLIFT event is scheduled to help prospective homebuyers purchase a home within Richland or Lexington Counties. Wells Fargo is collaborating with NeighborWorks America and its local network member, Origin, to provide matching down payment assistance grants up to $7,500 for about 365 homebuyers. The NeighborhoodLIFT program, funded with a $4.1 million investment…
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Midlands adviser wins Carroll H. Jones Award for NAIFA-SC

COLUMBIA- The National Association of Insurance and Financial Advisors (NAIFA-SC) is thrilled to recognize NAIFA-Midlands member Bruce Pope for being awarded the Carroll H. Jones Award. The award was given at the Annual Presidents Dinner at the 2016 NAIFA Convention held in Greenville, SC this past June. The Carroll H. Jones Award honors the outstanding…
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Eileen M. Stevens of Abacus Planning completes financial planning certification

Abacus Planning Group, Inc. proudly announces that Eileen M. Stevens has completed all requirements for the CFP® credential.  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  professional…
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Abacus Planning Group’s Daria M. Ali completes Registered Paraplanner certification

Abacus Planning Group proudly announces that Daria M. Ali has completed all requirements for the Registered Paraplanner (RP®) credential.  Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process.  In addition, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical…
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S.C. chapter of insurance and financial advisers group names new board

Greenville- The National Association of Insurance and Financial Advisors (NAIFA-SC) is announcing their newly elected Board members. The new Board members were sworn in on June 25, 2016 at the NAIFA-SC 2016 Annual Meeting held in Greenville. NAIFA- SC Board Members for 2016-2017 include: ·      President - Jerry Latta (Greenville) ·      President Elect - Joe…
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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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