Who are Financial Advisors?

Who are Financial Advisors?

Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager. ...
A Client’s View of the Financial Planning Process

A Client’s View of the Financial Planning Process

Any one of our advisors could walk you through the steps involved in developing, implementing, monitoring and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me.   Why a...
Greenwood Capital Expands Retirement Solutions

Greenwood Capital Expands Retirement Solutions

    Greenwood Capital Expand Retirement Solutions Recognize W. Coxe and D. Lollis for Achieving Retirement Credentials     Greenwood Capital announces the expansion of its group and individual retirement plan/account solutions utilizing proprietary...
Feelin’ Hot, Hot, Hot

Feelin’ Hot, Hot, Hot

Heat on the Federal Reserve Similar to the triple digit temperatures that we are seeing in South Carolina this week, markets are putting the heat on the Federal Reserve (Fed). More so, to continue the analogy, it is not just the temperature itself that is the source...
A Personal Trainer for your Finances

A Personal Trainer for your Finances

Setting Your Goals & Meeting Them   Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...