Tax Planning: A Year-Round Partnership
At Hobbs Group Advisors, we believe the best tax strategies aren’t built in a rush at year-end — they’re developed steadily, together. And while tax planning is a year-round process, the final quarter of the year is a critical window to make adjustments that can lower your 2025 tax bill and set you up for […]
ViewQuarterly Client Letter – Q3 2025
Q3 2025 Dear Clients, This quarterly recap for the period ending September 30th, 2025, continues the trend of very positive market performance this year. As mentioned in our most recent monthly market commentary, equity markets continue to rally while interest rates continue to gradually move lower. Lower interest rates contribute to the following: Positive– […]
ViewSwitzer Interviews Garet Strange
Chief Operating Officer Garet Strange recently sat down for an interview with Mike Switzer of the South Carolina Business Review to break down what declining interest rates mean for everyday investors and households. From retirement planning to debt management and investment strategy, they cover the essentials you need to know in this rapidly changing economy. […]
ViewLizzie Madden joins Hobbs Group Advisors as client services associate
Elizabeth Madden, a recent graduate of Converse University, has joined Hobbs Group Advisors as a client services associate. Hobbs Group Advisors, LLC, a financial planning and wealth management firm, is affiliated with The Hobbs Group, PA, a full-service Certified Public Accounting firm located in Columbia, Greenville & Sumter, S.C. Lizzie Madden is originally from Blythewood. […]
ViewSwitzer Interviews Thomas Manly
Our Executive Vice President Thomas Manly recently joined Mike Switzer of the South Carolina Business Review to discuss the latest updates to retirement plan catch-up contribution rules. Thomas shared expert insights on how recent legislative changes and inflation adjustments may impact retirement strategies for high-income earners. Whether you’re nearing retirement or advising clients, this conversation offers […]
ViewQuarterly Client Letter – Q1 2025
Q1 2025 Dear Clients, As we wrap up the first quarter of 2025, we want to take a moment to thank you for your continued trust. We stand ready to give you and your family actionable advice during both good times and bad. As I sit here in my 23rd year in this business, I’ve […]
ViewSwitzer Interviews Peter Pigeon for Podcast
Our Co-Founder and CEO Peter Pigeon recently joined the Mike Switzer of the South Carolina Business Review podcast to discuss the current climate of economic uncertainty. Peter shared how the financial planning process can help investors think long term, which helps when short term news flow is uncertain. Listen to the discussion at the link […]
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