In the latest LPL Market Signals podcast, LPL Financials’ Chief Technical Strategist Adam Turnquist, CMT and Chief Economist Jeffrey Roach, PhD, discuss the key catalysts behind last week’s rally, how the S&P 500 has weathered second-quarter earnings, and preview an important week ahead on the economic calendar. #markets #stocks #economy https://lnkd.in/dMi4zDkt
SouthState Investment Services
Financial Services
Charleston, South Carolina 766 followers
Providing financial advice and guidance to individuals and businesses to help pursue their long-term goals.
About us
At SouthState Investment Services, we strive to deliver exceptional financial insight and personalized service to help position you to work toward preserving and growing your wealth. Our team of Financial Consultants utilize a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning. Whether you’re thinking about the best time to retire, developing a retirement income plan or looking for strategic guidance on diversifying your portfolio, we’re here to serve as a trusted partner to guide you along your journey. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency-Not Bank Guaranteed-Not Bank Deposits or Obligations-May Lose Value LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Views expressed or third party posts on this site do not reflect those of SouthState Bank, N.A. or SouthState Investment Services. Further, they do not reflect views of any person or organization affiliated or doing business with SouthState Bank, N.A. or SouthState Investment Services.
- Website
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http://www.southstatebank.com/wealth
External link for SouthState Investment Services
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Charleston, South Carolina
- Type
- Public Company
- Specialties
- Investments, Financial Planning, Insurance, Retirement, Retirement Income, College Savings, Advisory, Long Term Care, IRAs, and Business Financial Planning
Locations
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Primary
Get directions
2440 Mall Dr
Charleston, South Carolina 29406, US
Employees at SouthState Investment Services
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Treze Beasley, CFP®, CRPC®
VP, Financial Consultant with South State Investment Services
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Stacy Cannon
SVP Financial Consultant with South State Investment Services
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Michael Tollison
SVP/Director of Business Strategy/Regional Manager/Investment Consultant at SouthState Investment Services
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Ryan Berry
Senior Vice President, Financial Consultant at SouthState Investment Services
Updates
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With recent volatility in the market, the LPL Financial Research team discusses factors that exacerbated the selling pressure and things investors should think about in the months ahead. #financialplanning #stocks #retirement https://lnkd.in/erRvgK8n
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We are pleased to announce that SouthState Investment Services is looking to hire a talented Financial Consultant in the Greater Birmingham area. Learn more here: https://lnkd.in/exXZYxR4 or reach out to Richard Gant, CFS®, PPC®, Regional Manager.
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We are pleased to welcome Val Janschutz to the SouthState Investment Services team. He will help clients with their financial planning and investment needs in the Jacksonville, Florida area. https://lnkd.in/eVCT_Vnn #jacksonville #financialplanning #investments
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Congratulations to Michael Tollison on being named to the LPL Ambassador Council. Tollison is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide. https://lnkd.in/eQ3CgYsi
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If you own your own business, this is the time of year required annual 401(k) testing often takes place. If you would like help reviewing your plan, it may be time to sit down with Tim Hollinger, CFP®,CPFA™, CEBS or Troy Jackson to discuss your options. #retirementplanning #401k #longtermplanning
When is a refund not necessarily a good thing?
southstatebank.com
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Are you thinking about your future, today? Knowing how to make your savings last can give you peace of mind for your retirement. Learn more: https://bit.ly/49wQD2v #retirement #savings #financialplanning
Reality Check on Your Retirement Savings
southstatebank.com
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As spring approaches, it may be time to review your portfolio. Learn more in our LPL Financial Monthly Market Insights about what is happening in the market and how this year's strong start may impact your financial plan. #financialplanning #market #investments
Monthly Market Insights
southstatebank.com
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As we set goals for 2024, it's important to reflect on some of the key lessons we learned in 2023. If you're looking for advice and guidance, the SouthState Investment Services team is here to help. #financialplanning #money #2024goals
Monthly Market Insights
southstatebank.com
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SouthState Investment Services reposted this
Did you know assisted living can cost $5,000+ per month, and health insurance doesn’t cover it? I didn’t, until my mom was diagnosed with dementia. Thankfully, she had long-term care insurance. When I look at my daughter, I see my mom’s face. I never want my kids to be faced with hard healthcare decisions for me, so I reached out to SouthState Investment Services for help securing my own long-term care insurance. Here’s what I learned along the way:
When life changes overnight: what I learned about dementia and long-term care insurance
Jackie Smith on LinkedIn