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…

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…