It has been a busy day, week, and month for the markets! Walter sits down for another First Week video to fill you in. While…
Tariff Turmoil
First Week with Walter Todd
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Commentary
Timely Information on Investment Markets and Financial Planning.
Tariff Turmoil
4Q 2024 Letter from the CIO
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months,…
Turning the Page
First Week with Walter Todd
A new year, a new month, and a new First Week from Walter Todd. He sat down to chat about how the markets finished the year…
Year in Review
First Week with Walter Todd
It’s hard to believe but 2024 is drawing to a close. In his final First Week video of the year, Walter covers the latest…
Election Update
First Week with Walter Todd
It’s the morning after Election Day, and surprisingly, we know the outcome of the 2024 Presidential race. In this month’s…
3Q 2024 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
3Q 2024 Letter from the CIO
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months,…
Recovery Mode
Market Update from Walter Todd
While the Carolinas work toward recovering from Helene’s devastating effects, our investment team continues to monitor the…
Falling Into Place
Market Update from Walter Todd
The temperatures are cooling off, college football has started up, and Walter is back to give another monthly update on the…
Shaken and Stirred:
Market Update from Walter Todd
At the start of a new month, Walter sits down to discuss the first half of the year. He covers earnings, global growth, and…
Shaken and Stirred: Market Update from Walter Todd
At the start of a new month, Walter sits down to discuss the first half of the year. He covers earnings, global growth, and…
2Q 2024 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
2Q 2024 Letter from the CIO
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months,…
The Market’s Momentum
Market Update from Walter Todd
At the start of a new month, Walter sits down to discuss the first half of the year. He covers earnings, global growth, and…
Does the Market Know the Next President?
First Week with Walter Todd
This year’s election cycle is early as candidates are already decided and debates scheduled. Has the market priced in a…
Earnings, Energy, and Elections.
Market Update from Walter Todd
At the start of a new month, Walter sits down to discuss the first quarter highlights and give some insight into what he is…
1Q 2024 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
1Q 2024 Letter from the CIO
Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months,…
A Year in Review and a Market on Repeat.
Market Update from Walter Todd
Walter reviews 2023’s economic ups and downs, from tech dominance and labor market resilience to the Fed’s surprising pivot….
4Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
4Q 2023 Letter from the CIO
Walter Todd reflects on the last quarter and 2024 as a whole as he explains his begrudging realization [that] the current…
3Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
3Q 2023 Letter from the CIO
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If…
The Budget That Cut a Speaker
Market Update from Walter Todd
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his…
2Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
2Q 2023 Letter from the CIO
I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If…
Debt Ceiling on the House Floor.
Market Update from Walter Todd
The Debt Ceiling is making headlines while Mega-Cap stocks inflate the S&P 500. Walter breaks down these issues in his…
Another One Bites the Dust.
Market Update from Walter Todd
Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to…
1Q 2023 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
1Q 2023 Letter from the CIO
In his quarterly letter, Walter discusses the positive returns on stocks and bonds despite bank failures occurring globally….
Who is the Next Weak Link?
Market Update from Walter Todd
After a tumultuous week in the markets, Walter sits down to provide an audio update on the continued impact of the Silicon…
A Crisis of Confidence, Not Credit.
Walter Todd on BFM – The Morning Run
Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana…
The Silicon Valley Tumble.
Market Update from Walter Todd
How did a run on a Californian bank start and will it spread? In his typically measured fashion, Walter addresses the…
Too Hot, Too Cold, or Just Right?
Market Update from Walter Todd
In his first video in the new year, Walter Todd takes a moment to discuss January’s market rallies after a devastating 2022….
4Q 2022 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
4Q 2022 Letter from the CIO
January 6, 2023The greeting of Happy New Year takes on a new meaning as we enter 2023. Happy to be here, first and foremost, but also truly happy to start a new year after the year in financial markets that was 2022. How bad was it? Well, the scatter graph to the...
