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Wallick Investments, LLC’s faith, and factor-based separately managed account, Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star Morningstar RatingTM among 135 Mid-Cap Blend products for 3-year performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted-performance.Continue Reading

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It’s never too early to start thinking about and preparing for college! To assist parents of elementary through middle school students with this process, Parent Advocates for Gifted Education in Lexington-Richland School District Five (PAGE Five) will host a webinar entitled “How to Plan and Pay for College 101” onContinue Reading