February 1, 2019- FFN@N (2019 Market Outlook)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Pictures from Event Topic 2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake, […]

March 1, 2019- FFN@N (Charitable Giving in Retirement)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

April 5, 2019- FFN@N (The Advantages of Using a Local Banker)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

May 3, 2019- FFN@N (Daboeconomics is Real)

CityRange Steakhouse, Greenville, SC 615 Haywood Rd, Greenville, South Carolina

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 […]

February 7, 2020- FFN@N (2020 Market Outlook)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic 2019 markets were generally good for most investors. The upcoming presidential election, the new trade deal with China, and Brexit may increase volatility in 2020.  On February 7th at our First Friday Networking at Noon event, we reviewed 2019 markets and providing a 2020 market outlook. Hans Blake, CFA, CPA provided some key insights […]

What the SECURE Act Means to Me- March 6, 2020

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on Dec. 20 by President Donald Trump. […]

Coronavirus’ Impact on Markets and The Economy- April 3, 2020

Zoom Meeting SC, United States

Topic On April 3rd at noon, Hans Blake, CFA, CPA will host a virtual Zoom videoconference call on the Coronavirus (COVID-19) and the impact it has had on markets in recent weeks. He will share what we are observing around the world from an economic standpoint and where there may be opportunities. He will also […]

College Planning Through 529 Plans- October 2, 2020

Zoom Virtual Meeting SC, United States

    Topic- Maximizing College Savings through 529 Plans Tax-favored savings accounts known as 529 plans can help families save and invest to pay for college. For 18 years, Future Scholar has helped South Carolina families reach their financial educational goals for their children. The highly-rated 529 college savings program continues to provide numerous benefits […]

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