What’s on our mind? What are we up to in the community? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, March 26, 2024

We recently hosted an incredible client event at the Bon Secours Wellness Arena, where we watched the Greenville Swamp Rabbits take on the Toledo Walleye. It was a night filled with cheers, camaraderie, and unforgettable moments. From...

Thursday, October 26, 2023

Our recent client event at Top Golf in Houston, Texas was a resounding success! The evening was a perfect blend of golfing fun, networking, and sincere appreciation for our valued clients. Against the backdrop of the Top Golf range,...

Friday, August 25, 2023

Our recent Client Appreciation Event hit it out of the park! Combining the thrill of a baseball game with heartfelt connections, the day was a home run in every sense. We're grateful for the opportunity to have celebrated our...

Wednesday, July 19, 2023

Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year.

Thursday, April 27, 2023

It's always great to see our clients interacting and building connections with one another, and I hope that this event provided a memorable experience for everyone involved.

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Thursday, February 2, 2023

Thank you to our wonderful clients for coming out to the Swamp Rabbits vs. Savannah Ghost Pirates Game. A great time was had by all!

Wednesday, August 18, 2021

Thank you to our wonderful clients for coming out to the Greenville Drive Baseball Game. It was a great time!

Monday, November 23, 2020

Frederick Shows from GoodLife Financial Advisor with tips for shopping smartly, saving where possible and avoiding emotional spending. WATCH VIDEO

Thursday, October 29, 2020

Frederick Shows discusses financial trends that hold true no matter who resides in the White House. WATCH VIDEO

Tuesday, October 20, 2020

Frederick Shows on trends in life insurance and its benefits. WATCH NOW

Wednesday, October 14, 2020

Frederick Shows says it's a good time to reassess your investments and make sure they're still matching your goals. Sponsored by GoodLife Financial Advisors. WATCH VIDEO

Tuesday, September 15, 2020

Frederick Shows on getting the most out of your college investment, ways to save, and the services he offers. Sponsored by GoofLife Financial Advisors. WATCH VIDEO

Wednesday, June 24, 2020

Fred Featured on "Fox Carolina" | Investing in Yourself WATCH VIDEO

Thursday, May 21, 2020

Fred Featured on "Your Carolina" | Tips for Recovering Your Investments WATCH VIDEO

Thursday, May 7, 2020

5 Tips to save you money NOW during the quarantine …

Thursday, September 26, 2019

October 31st, 2017 was our first Halloween in Montebello. It was a beautiful evening. Jennifer and I gave out candy to the scary ghost, zombies, Marvel heroes and villains. We also attended a neighbor’s pizza party in the...

Thursday, August 29, 2019

This month I’m responding to a reader that is concerned about the recent market fluctuations. They basically asked what they should do with their portfolio now? The stock market has been on an epic run, with the Dow racing even...

Thursday, August 1, 2019

What gender controls 2/3 of purchasing decisions, tends to live 5-8 years longer, and often needs to be concerned about their retirement and legacy planning after their spouse passes? Women. Women control $14 trillion in U.S. Wealth...

Thursday, November 15, 2018

Some of you may have retirement on your minds and you want to make sure that you are financially ready for the big change. Our next guest wants to make sure that you are ready and is here this morning to tell us the three most costly...

Tuesday, September 18, 2018

Fred Bruce from Pimco talking on “Marketing Strategies”. A great evening of education, cocktails, and conversation.

Saturday, September 1, 2018

We watched the Braves take the WIN and had a great evening with our clients and their kids.