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Topic On Friday, May 3rd, 2019, Intelligent Investing hosted Tajh Boyd, former All American from Clemson University, and David Engel, CFA, to learn about investing opportunities in the Clemson area. The “Daboeconomics is Real” luncheon was held at CityRange Steakhouse in Greenville, SC. Click here to visit the Tajh Boyd Foundation website. Click here to […]
Topic On April 5th, Derek Horton, a local banker from Southern First presented to the guests of Intelligent Investing on the advantages of working with a local banker. Southern First has approximately $1.9 billion in assets and established in Greenville in 1999. They have since expanded into Columbia, Charleston, Raleigh, Atlanta, Greensboro, and Summerville. Here […]
Topic On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies […]
