We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.

Category: News


  • Fore!! DAC Supports the Upcoming RBC Heritage

    From April 14-17, the nation’s top golfers will descend upon the Lowcountry for the RBC Heritage, the only PGA TOUR event in South Carolina. Played on Hilton Head Island since 1969, its host, the Heritage Classic Foundation, donates Tournament proceeds to charitable organizations in the Lowcountry. Dividend Assets Capital is proud to support this iconic […]

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  • DAC’s James Haley to Speak at the 7th Annual Private Wealth Southeast Forum

    James Haley, Dividend Assets Capital’s Managing Director, Private Client Group, will be a speaker at the upcoming Private Wealth Southeast Forum, the region’s leading conference for RIAs, family offices, and private banks from throughout the region. Taking place in Atlanta on April 28th, the Forum’s agenda will cover…

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  • Did we see you at Symphony Under the Stars?!

    Dividend Assets Capital was a proud sponsor of the Hilton Head Symphony Orchestra’s “Symphony Under the Stars”, a swinging evening of chart toppers from the pen of Lowcountry’s own Johnny Mercer…

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  • Susie Wang on SC Public Radio

    In many cases, wage increases are not keeping up with the rising cost of goods and services. Can you turn to your investment portfolio to make up the difference? Listen to our CIO’s perspective…

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  • Internal Promotions at DAC

    FOR IMMEDIATE RELEASE (January 15, 2021 – BLUFFTON, SC) Dividend Assets Capital, LLC (DAC) announces promotions within the firm of several key leadership rolls including Susie Wang, Jim Haley, Bill Ford, Troy Livingston, and Jon Parrott…

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  • Federal Energy Regulatory Commission (FERC) Seeks Comment on Five-Year Index Level for Interstate Pipelines

    The Federal Energy Regulatory Commission (FERC) starts evaluating the Five-Year Index Level for Interstate Oil Pipeline rates; What does that mean to Midstream Investors?

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  • SC Catastrophe Savings Account (CSA)

    Whether you are in your 1st or 20th year of living in The Lowcountry, many of us keep an eye on the calendar to that ever-approaching date of June 1st. The beginning of Hurricane Season and we all know the past several years have been active. However, not all of us know South Carolina enacted a law in 2007 to help residents pay for expenses resulting from a hurricane, flood or windstorm event…

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