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

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