Insightful. Independent. Innovative.
Paying for college is a challenge for most families and often involves using money from a variety of sources – from financial aid to savings. Tuition and other school costs continue to rise at unprecedented rates. With many ways for financing a child's education, we know it can feel overwhelming to develop a plan. Whether it's paying for […]
Topic August's First Friday Networking at Noon event covered the topic of creative ways to charitably give. Bobby McDonald from the South Carolina Christian Foundation spoke about Donor Advised Funds (DAFs), pooling them into a foundation, and ways to creatively give throughout your lifetime. He talked about the concept of "proactively giving" and how we […]
On June 1, 2018, Intelligent Investing hosted a lunch to celebrate our one year anniversary. Intelligent Investing invited Dr. Jeffrey Roach, a global economist, to provide some key insights and outlooks regarding the macroeconomic environment around the world. Jeff talked about the impact of the Fed raising rates, the threat of contagion spreading to other […]
