TD Ameritrade & Charles Schwab Merger

by Nicole Treadwell on

As of October 6th, the acquisition of TD Ameritrade by Charles Schwab was finalized.  The process of bringing the two companies together is expected to take 18 to 36 months.  During this time, the two firms will operate as separate custodians, and our clients should not experience any change in...

Who Let the Dog's Out?

by Nicole Treadwell on

We love dog's, yes we do!  We love dog's, how about you? 

In honor of National Dog Day here are the dog's of FIRST Financial Group; Piper & Buckley (Kurt), Reese (Nicole) & Jessie (Debbie)!

TD Ameritrade National Linc Conference 2020

by Nicole Treadwell on

 

Tommy, Debbie and Nicole just got back from attending the annual TD Ameritrade National Linc Conference in Orlando, Florida.  We heard from great speakers, took part in several workshops, networked with peers and vendors, and even stuffed teddy bears!

Keynote speakers included President and...

First Trust Financial Forum

by Nicole Treadwell on

Last week, Debbie and Nicole attended First Trust Portfolios’ Financial Forum and heard from three very knowledgeable and entertaining speakers. They all reminded us of how lucky we are to live in the greatest country on earth.

The first speaker was Jim Bowen, First Trust’s CEO.  His unique...

The Most Wonderful Time of the Year!

by Nicole Treadwell on

It’s the Most Wonderful Time of Year at FFG Headquarters!  With all the hustle and bustle around this time of year, we wanted to take time to enjoy each other and have a few jolly laughs.  This year our team enjoyed some cheer and gift giving.  Tommy (AKA Santa) never lets us down with the best gift...

Wilmington Historic 5k & Half Marathon

by Nicole Treadwell on

Tommy, Debbie & Nicole ventured down to the coast to run the Wilmington Historic 5k & Half Marathon on December 7th.  Wes Pollard joined Tommy and Debbie in the 5k.  Nicole ran the Wilmington Historic Challenge, which consisted of running both the 5k and half marathon races.  Nicole left Wes, Tommy...

Catfish Classic ALS Golf Tournament November 2019

by Nicole Treadwell on

We all participated in this year’s Catfish Classic Golf Tournament on November 4th, to help raise money and awareness for the NC ALS Chapter.  ALS (Amyotrophic Lateral Sclerosis) or Lou Gehrig’s Disease, is a progressive neurodegenerative disease that affects nerve cells in the brain and the spinal...

Who’s the leader of the club that’s made for you and me?  M-I-C-K-E-Y M-O-U-S-E! 

Last month, Tommy, Debbie and Nicole headed to Orlando, Florida to attend Disney Institute’s Quality of Service Conference.  As part of our ongoing commitment to exceptional client service, we thought we would hear...

Timing Isn’t Everything

by Nicole Treadwell on

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings.

A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may...