Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, has announced Jacob (Jake) Wallick, portfolio manager and managing director of Wallick Institutional, has passed the Level III exam of the Chartered Financial Analyst Program, completed all program requirements and is now a CFA charterholder— “one of the highestContinue Reading

By South Carolina Treasurer Curtis Loftis Looking for a special holiday present? The gift of college savings could be a perfect choice this Christmas. Like you, your friends and family are busy making their holiday lists. Help take some of the guesswork out of their gift-giving. Let them know yourContinue Reading

By Mike DuBose None of us are guaranteed another day on Earth. About 325,000 Americans die annually of sudden heart attacks, including 10,000 young people, according to the American Heart Association. Though it may sound eerie, I have been planning to die for 30 years by working with knowledgeable expertsContinue Reading