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Writing a book

June 2018: News, Insights & Interests

A Collection of Articles We Enjoyed this MonthTheft From the Elderly is on the RiseThis article starts out with an extremely troubling story of an older woman who lost everything through a sweepstakes scam. Stories like this can be hard to read, but the article does offer information that could help you spot the signs…
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Tax Reform

3 Things You May Not Know About the New Tax Plan

Learn more about the 2018 Tax Plan Undoubtedly,  you’ve heard about the new 2018 tax reform. An overhaul of this size is bound to generate many questions and uncertainties about your 2018 filing. We’ve compiled a list that will help you identify the changes that may affect you. Use this list as a reference, and…
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Fixed Income Research, South Carolina

Fixed Income Strategy Market Update May 31, 2018 Intended for Institutional Investors Only – See Important Disclosures Below RATES COMMENTARY: FED PAUSE On May 2, 2018 the Federal Reserve took a pause in its rate hiking cycle. The benchmark ten-year treasury rate rose during the two weeks following the FOMC meeting to a high of 3.115%,…
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Tax Document How-To For Clients

Instructions to Download Your Tax Documents: NFS ACCOUNTS    SCHWAB ACCOUNTS *Please Note: You can always contact us and we can send the documents with instructions to your accountant directly. For NFS Accounts Step 1: Sign in to (Wealthscape works best with Internet Explorer) Step 2: Click on Accounts and select your investment account…
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February 2018: News, Insights & Interests

A Collection of Articles We Enjoyed this MonthClick the icons to scroll through the articles below.Equifax Data Breach: Worse than Initially Reported Quote From Our Portfolio Manager Cliff Hodge, CFA® Morningstar's 2017 Fund Managers of the Year Changes in the Way 401K Sponsors think about FiduciariesSimple Tips to Help you be More ProductiveTax Overhaul Prompts…
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