Switzer 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
HGA Founder and CEO Peter Pigeon reflects on market conditions and the value of staying invested through volatility, while also highlighting important tax planning strategies for the year ahead. As always, Hobbs Group Advisors remain committed to helping you stay on track toward your financial goals.
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 […]
ViewHGA is Top 500 RIA by USA Today
I have news. We are thrilled to announce that Hobbs Group Advisors, LLC has been named on USA Today’s 2024 List of Best Financial Advisory Firms. 32,000 RIA Firms in America 500 Firms are Selected 5 Firms are from South Carolina 1 out of the 32,000 Firms is in the Greater Columbia Area (us!) Hobbs […]
ViewCybersecurity Webinar: Peter Pigeon & Garet Strange
Peter Pigeon and Garet Strange of Hobbs Group Advisors, LLC breakdown Cybersecurity and detail preventative measures you can take to keep you and your family safe.
ViewSending IRA RMDs directly to charities: Peter Pigeon SC Business Review
If you make regular contributions to charities each year and you are in your 70s with an IRA, you should probably be sending your annual required minimum distributions from that IRA directly to those charities. Check out Peter Pigeon’s interview with Mike Switzer to learn more about sending IRA RMDs directly to charities and how […]
ViewRequired Minimum Distribution Planning: Peter Pigeon
An in depth explanation of Required Minimum Distributions (RMD) and what to expect once…
ViewSimplifying Medicare Webinar
Chris Johnson Senior V.P. of Lourie Life & Health (803) 256-2067 info@lourielifeandhealth.com
ViewRoth Conversions in a Bear Market: Thomas Manly SC Business Review
Thomas Manly, CFP® | August 31, 2022 Ever considered converting to a Roth IRA? The current bear market may be a great opportunity to do so. Check out Thomas Manly’s interview with Mike Switzer on the South Carolina Business Review to learn more about Roth retirement accounts and how this switch can benefit you. Listen […]
ViewChoosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2022 alone. All individuals pursuing the dream of exercising their entrepreneurial muscles will face the same question, “Which business structure should I adopt?”1 Each strategy presents its own set of pros and cons. To complicate matters a bit, the […]
ViewHow a Roth Conversion Might Benefit You: Garet Strange SC Business Review
Considering the conversion to a Roth IRA? Not sure when to do so or if it will even benefit you? Everyone has a different situation, and the best time for someone else to convert may not be the best time for you. Garet Strange, Executive Vice President, spends time with Mike Switzer discussing the benefits of […]
ViewRoth IRAs May Change Soon
If you haven’t heard, there could be some changes coming soon to Roth IRAs as a result of tax changes being proposed in President Biden’s Build Back Better plan. Mike Switzer interviews Thomas Manly, a certified financial planner with Hobbs Group Advisors in Columbia, SC. Listen to the interview here.
ViewPeter Pigeon Answers the Question: “No More Stretch IRA’s?”
After the passing of the Secure Act in 2019, there were many changes to the rules regarding the transfer of IRA’s. Find out what rules remain, and what new regulations were added. Mike Switzer interviews our C.O.O and Founder, Peter Pigeon, to discuss these previous and added guidelines to help you ensure you have all […]
ViewGaret Strange speaks with Mike Switzer about different Medicare Plans
As record numbers of Americans continue to move into the 65+ age group, there is more and more demand for Medicare policies and advice. For someone turning 65, the choices can be very confusing. Mike Switzer interviews Garet Strange, Certified Financial Planner®, with our team at Hobbs Group Advisors in Columbia, SC. Listen to the interview here.
ViewThomas Manly talks with Mike Switzer to discuss Retirement Planning
The IRA and 401k retirement accounts have been around forever, but with the Roth IRA being introduced about 24 years ago, how do you determine which retirement plan is best for you? Please take a moment to listen to our Senior Vice President, Thomas Manly, on the South Carolina Business Review. Thomas goes in depth […]
ViewSouth Carolina Business Review- Peter Pigeon
The Secure Act, passed at the end of 2019, had may significant benefits to business owners adopting a qualified retirement plan in 2020 and beyond. What does this mean for small business owner when the pandemic is in our rear view mirrors? Please take a moment to listen to our COO and Founder, Peter Pigeon, on the […]
ViewSouth Carolina Business Review- Garet Strange
Taxes are one of the largest expenses people have, but they are often overlooked and not proactively planned for. Does that sound like you? Please take a moment to listen to V.P. of Operations, Garet Strange, on the South Carolina Business Review. Garet talks with Mike Switzer about the ins and outs of year end taxing planning. If you are […]
ViewSouth Carolina Business Review – Thomas Manly
Please take a moment to listen to Associate Advisor Thomas Manly on the South Carolina Business Review. Throughout this pandemic, much of the working population has lost their jobs and has been forced to seek new employment. Many of whom are left with the question: “What do I do with my old retirement plan?” Thomas talks with […]
ViewSouth Carolina Business Review – Peter Pigeon
Please take a moment to listen to our COO and Co-Founder Peter Pigeon on the South Carolina Business Review. Have you ever noticed that your tolerance for risk may be at one level when you’re setting your goals with your financial planner, but then along comes a market downturn and suddenly you find that you might be […]
ViewWhen Your Gut Desires a Second Opinion
Pain Stories: “You need to stop going to Bonefish Grill……” I was recently hired by a new client. She is single and currently unemployed. Fortunately, she has enough assets to survive without a job but would certainly be better off in the long run with one. She is torn between both whether to rent or […]
ViewRevisiting insurance amidst a pandemic
Nothing will make you question your mortality and the associated financial risk quite like a global pandemic. Unfortunately, as financial planners, we see too often clients with no rhyme or reason behind their financial risk management strategy. We make it a point to have an intentional, documented insurance discussion with all of our clients. We […]
ViewKey Provisions of the CARES Act – Retirement Plans
On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to loosen access to retirement plan funds for individuals impacted by the COVID-19 pandemic. It is our goal to keep both our individual and business clients as informed as […]
ViewKey Provisions of the CARES Act
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental legislation in perspective, Congress earmarked $800 billion […]
ViewSouth Carolina Business Review – Peter Pigeon
Please take a moment to listen to our COO & Co-Founder Peter Pigeon on the South Carolina Business Review. Pete talks with Mike Switzer about the emotional toll that comes with investing during a crisis and how to stay positive amidst such troubling times. Many stock market crashes have happened in the past and every time they […]
ViewSouth Carolina Business Review – Peter Pigeon
When was the last time you reviewed your insurance policies? Have you ever put together an actual insurance plan to make sure you aren’t missing anything? Our next guest says many people tend to put off insurance planning because it’s just not a lot of fun. And, he adds, that is unfortunate because insurance should […]
ViewSouth Carolina Business Review – Peter Pigeon
The 2018 tax reform brought the most changes to the federal income tax code in over 30 years. And your first real experience with these changes will probably be when you file your upcoming tax return. In general, most tax-payers will pay less tax in 2018 compared to prior years, but our next guest says […]
ViewSouth Carolina Business Review – Garet Strange
Hiring a financial planner does not mean the same thing to all people. And our next guest says that can cause a lot of confusion. So he’s in our studio today to help clear up some of these myths. Mike Switzer interviews Garet Strange, a financial planner and V.P. of operations for Hobbs Group Advisors in Columbia, […]
ViewHobbs Group Advisors, LLC In The News
The Hobbs Group, P.A. & Hobbs Group Advisors, LLC were recently featured in the May edition of the Columbia Regional Business Report’s “Book of Experts”.
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