Commentary

10/13/2021
3Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Perception about the economy changed during the latter part […]

Commentary

10/11/2021
3Q 2021 Letter from the CIO

October 11, 2021 I’m going to start this letter with a scary thought – there […]

Commentary

09/22/2021
Market Update from Walter Todd
Sept. 22, 2021

Overview Walter Todd, President and Chief Investment Officer shares insights into the macroeconomic forces being […]

Commentary

08/26/2021
Bloomberg: Sector Rotation & Impending Fed Tapering (Podcast)

Walter Todd on Bloomberg’s Drive to the Close Walter Todd, President and CIO at Greenwood […]

Financial Planning Life Planning Retirement

08/16/2021
When & How: Maximizing Social Security

The timing of Social Security benefits is one of the most frequent questions we get […]

Commentary

07/07/2021
2Q 2021 Letter from the CIO

July 7, 2021 Fifty is the new thirty-five. At least that is what I am […]

Commentary

2Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Last fall, Chairman Powell of the Federal Reserve (Fed) […]

Commentary

06/10/2021
Market Update from Walter Todd
June 10, 2021

Overview Walter Todd, President & CIO, takes a moment to discuss inflation and the elevated […]

Financial Planning Life Planning Retirement Wealth

05/25/2021
Setting Long Term Goals

In this third video in our series of commonly asked questions we receive, William M. […]

Retirement

05/19/2021
Group Retirement Benefits Your Employees, Your Business & You

While many people think of the 401(K) when they hear “retirement plan,” businesses have numerous […]

Commentary

05/04/2021
Market Update from Walter Todd
May 4, 2021

Overview Walter Todd, President & CIO, provides an update on the current economic market. He […]

Commentary

04/08/2021
1Q 2021 Letter from the CIO

April 7, 2020 I had to start this letter with the picture of the massive […]

Commentary

1Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Stuck in the grip of the pandemic, the US […]

Financial Planning Life Planning

03/23/2021
Reaching Your Summit

In this second in our series of commonly asked questions we receive, Brian L. Disher, […]

Financial Planning

03/16/2021
Goal Setting

Understanding and applying the principles of effective goal setting has never been more important than […]

Commentary

03/01/2021
Market Update from Walter Todd
March 1, 2021

Overview Walter Todd, President & CIO, provides an update on several macro-economic issues that are […]

Financial Planning

02/23/2021
Financial & Wealth Planning

What is Financial Planning? When should you approach Wealth Planning? How can Greenwood Capital help? […]

Financial Planning

02/17/2021
2021 Financial To-Do List

In an effort to do our part to make 2021 better than 2020, the Greenwood […]

Commentary

02/04/2021
Market Update from Walter Todd
February 4, 2021

Overview After an eventful January, Walter Todd gives an update on earnings, new virus strains, […]

Commentary

01/06/2021
Market Update from Walter Todd
January 6, 2021

Overview In his first video update for the new year, Walter Todd discusses the possible […]

Commentary

12/17/2020
Market Update from Walter Todd
December 17, 2020

Overview In his final video update for this year, Walter Todd discusses the positive equity […]

Retirement

12/11/2020
2021 Retirement Contribution Limits

Every new year is an opportunity to reflect on the past, plan for the coming […]

Commentary

11/25/2020
Market Update from Walter Todd
November 24, 2020

Overview As we approach the holiday season, Walter Todd sits down to discuss the equity […]

Commentary

11/04/2020
Market Update from Walter Todd
November 4, 2020

Overview As the ballots are being counted, Walter Todd provides insight on what we know […]

Commentary

10/29/2020
Market Update from Walter Todd
October 29, 2020

Overview With only five days until the election, Walter Todd provides insight on the stock […]

Commentary

10/16/2020
Bloomberg: Impact of Lack of Stimulus on U.S. Economy (Podcast)

Walter Todd on Bloomberg’s Drive to the Close Walter Todd was interviewed on Bloomberg Businessweek’s […]

Commentary

10/09/2020
3Q 2020 Letter from the CIO

October 5, 2020 As always, I hope this letter finds you and your family safe […]

In the News

Melissa D. Bane Joins Greenwood Capital Ownership

Greenwood Capital is pleased to announce that Melissa D. Bane, Senior Private Client Advisor, joined […]

Commentary

10/08/2020
Election Commentary October 8, 2020

Walter provides insight into current election betting market, polls, and stock market indicators, as well […]

Commentary

BBC: Wake Up to Money October 8, 2020

Walter Todd Interview Following VP Debate Walter Todd joins Wake Up to Money host Danny […]

Commentary

09/17/2020
Market Update from Walter Todd
September 16, 2020

Overview Walter Todd provides a market update in the tenth episode of the COVID-19 Market […]

Commentary

09/11/2020
Never Forget

Walter Todd was living in NYC in 2001 with his young family, and working at […]

Insurance Planning

09/09/2020
Long-Term Care Insurance

Long-term care is a topic many of us avoid, however reality hits when we or […]

Insurance Planning

08/24/2020
Long Term Care:
The Basics

It is a fact. People today are living longer. Although that is good news, the […]

Commentary

08/14/2020
Market Update from Walter Todd
August 14, 2020

Overview Walter Todd checks in again with his thoughts on the current economy in the […]

Commentary

07/17/2020
Market Update from Walter Todd
July 17, 2020

Overview Walter Todd gives his insight on the economy in the seventh episode of the […]

Commentary

07/14/2020
2Q 2020 Letter from the CIO

July 8, 2020 Let me start as I did last quarter by hoping this letter […]

Commentary

07/10/2020
2Q 2020 Market Commentary

Economic Outlook By Dr. John McAlhany The expected happened. COVID-19 ended the economic expansion and […]

Life Planning

06/26/2020
Life After the Pandemic

What’s the “new normal” After weeks of quarantine and “stay at home” orders, we are […]

Commentary

06/25/2020
Market Update from Walter Todd

Overview Walter Todd addresses the latest data around the current economic climate, implications from the […]

Commentary

06/12/2020
Market Update from Walter Todd

Overview Walter Todd provides a market performance update. The unemployment rate dropped to 13.3% and […]

Commentary

05/29/2020
Market Update from Walter Todd

Overview Walter Todd reflects on positive trends in the equity market. Watch the video below […]

Commentary

05/22/2020
Market Update from Walter Todd

Overview Walter Todd summarizes the current economic front in the third video from our COVID-19 […]

Retirement

05/15/2020
Financial Tips for Changing
Gears in Retirement

Everyone is probably familiar with the adage, “the only constant in life is change.” Change […]

Commentary

Market Update from Walter Todd

Overview Walter Todd discusses what investors can expect as the economy begins to reopen and […]

Commentary

05/07/2020
Market Update from Walter Todd

Overview Walter Todd gives an update on what we’re seeing in the marketplace and the […]

Retirement

02/03/2020
Employer-Sponsored Retirement Plan: How Greenwood Capital Can Help

401(k) The 401(k) is the most popular qualified retirement plan among employers and employees. These […]

Financial Planning

11/18/2019
Charitable Giving: Community
Impact & Tax Savings

“Charitable giving” is a broad term that covers many things, such as volunteering your time, […]

Financial Planning

09/23/2019
6 Tips for Year-End
Financial Planning

It seemed summer would never end, yet here we are close to ringing in another […]

Family Finances

07/22/2019
4 Tips for Talking to Your Adult Children About Your Finances

On the awkwardness scale, talking to your adult children about your finances ranks a close […]

Financial Planning

05/20/2019
3 Steps to Effective
Vacation Planning

As we enter the summer months, our thoughts often gravitate toward vacation plans. After months […]