News

Reflections from Our Bookshelf: The Obstacle is the Way

Reflections from Our Bookshelf: Musings on how we view reading a bit differently     The Obstacle is the Way By: Ryan Holiday Reflection By: Kylie K. Felker   Why …

Managing Risk In the 21st Century – A Radio Interview from The South Carolina Business Review

  The 21st century has seen a few serious financial crises starting with the Y2k tech bubble and of course, the Great Recession. And that’s why our next guest says …

Reflections from Our Bookshelf: Messy

Reflections from Our Bookshelf: Musings on how we view reading a bit differently     Messy: The Power of Disorder to Transform Our Lives By: Tim Harford Reflection By: Gordon …

Market Commentary: The Frequency of Rare Events

April Market Commentary The Frequency of Rare Events Peter Nielsen, MBA, CFA® In August 2017 Greenville found itself directly in the path of a solar eclipse. It effectively made the …

Reflections from Our Bookshelf: Outliers

Reflections from Our Bookshelf: Musings on how we view reading a bit differently   We are starting a new monthly series for LinkedIn to highlight some of the books we …

Newsletter: 1st Quarter, 2019

Newsletter, 1st Quarter 2019   Employee Spotlight: Kylie Felker Meet Kylie our Chief Operating Officer and Chief Compliance Officer. Don’t let the titles fool you, she also loves early-bird dinners, organizational …

Newsletter: 4th Quarter, 2018

Newsletter, 4th Quarter 2018     Employee Spotlight: Paul Foster Paul has always had an affinity for athletics and developing athletes. As a father, he actively encourages his children to try …

Market Commentary: A look back on the week of October 8 to October 13, 2018

Market Commentary: A look back on the week of October 8 to October 13, 2018   Key takeaways: Markets were down last week as investors favored lower risk sectors like …

Newsletter: 3rd Quarter, 2018

From the Team Robert Coleman CLU, CLTC, CFP, is a seasoned Wealth Management Advisor with an affinity for the outdoors. When Rob is not in the office you will find him spending time …

Market Update: 1st Quarter 2018

Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …


instagram default popup image round
Follow Me
502k 100k 3 month ago
Share