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Sunday, June 16, 2019

Takeaway: Financial executives discuss preparing for and balancing risk

By Marc Smith Like any industry, the financial services industry faces a variety of potential risks. And because we have learned from past mistakes, we...

Mastering financial aid eligibility

By Rob DeHollander I have a junior in high school and we have been visiting colleges. Part of the visit includes a session on financial...

From engineer to financial advisor: How Rob DeHollander made the leap

Switching careers from engineering to finance, Rob DeHollander serves his clients with the technical mind of an engineer and the understanding heart of an advisor.

Six ways to make a tax refund work for you

By Rob DeHollander Whether we like it or not, tax season is upon us. And as millions of us scramble to file our tax returns,...

Planning your charitable giving for 2019

By Robert DeHollander The new year is well underway, and it’s time to evaluate what worked well for you financially in 2018 and whether you...

Fifth Third Bank resumes expansion in the Upstate

In Greenville, Fifth Third Bank is an island in a Southeastern sea of banks. The Ohio-based bank, which operates branches in 10 states in the...

$67 million deal to support senior living in Greenville

SunTrust Banks, Inc. announced its serving as a sole lender of a $67 million deal to support a senior living expansion project by Rolling...

Most paycheck friendly cities

If you feel like your paycheck isn't going as far as it should these days, it might be because of where you live. Financial technology...

SBA loans got hit during government shutdown, but lenders rally

Before the start of what became the country’s longest government shutdown, bankers began bracing for the worst. “All our intel was telling us it may...

Entegra merger to bring new name, products to the Upstate

The merger of Entegra Financial Corp. and SmartFinancial Inc. to create a holding company with approximately $4 billion in assets and 47 bank branches...

The Economic Forecast: Mostly Blue Sky in 2019

2019 may be the last full year in which Upstate business leaders are bullish. They intend to waste no time making hay while the...

Contribution limits to retirement plans are going up in 2019

By Rob DeHollander The new year is a great time to review your retirement savings strategy. Increases in retirement plan savings plan contribution limits are...

Best friends in life form strong team in BB&T’s commercial real...

It’s not uncommon for friends to land in the same industry or even to work together. But for two 7-year-olds to become best friends and...

Balancing your business and retirement goals

By Don S. Clardy It’s a day most business owners both dream about and dread: retirement. To get to this major milestone, you’ve put in...

How one local firm fills the age, gender gap in finance

The finance industry isn’t quite balancing the numbers. The average age of a financial adviser in the U.S. last year was 51, according to...

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