At the start of a new quarter, Walter discusses inflation, market sentiment, and earnings season expectations on Bloomberg…
Trading Sideways Walter on Bloomberg Radio
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Commentary
Timely Information on Investment Markets and Financial Planning.
2Q 2025 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
2Q 2025 Letter from the CIO
Walter Todd reflects on the second quarter of 2025, revisiting some of the most-discussed topics over the last few months,…
The Weeks Where Decades Happen
First Week with Walter Todd
In July’s First Look video, Walter unpacks the new fiscal policy and how the market has responded to the last quarter’s…
How Long Will the Market Rally?
First Week with Walter Todd
While the US Debt Ceiling has been on our radar for a while, it is now starting to take center stage. In June’s First Week…
Strong Earnings and Falling Guidance
First Week with Walter Todd
Uncertainty is on a bull run as volatility increases and ever-present tariff concerns loom. In April’s First Week video,…
1Q 2025 Letter from the CIO
Walter Todd reflects on the first quarter of 2025, revisiting some of the most-discussed topics over the last few months,…
1Q 2025 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic…
The Storm Hits: Special Market Update
As tariff levels rise to levels not seen since the Great Depression, we give you market insights you can trust. Walter…
Tariff Day Breakdown
There’s a lot of red on the screens in the offices today after the new tariff announcement from President Trump yesterday…
Brace for Impact
First Week with Walter Todd
Uncertainty is on a bull run as volatility increases and ever-present tariff concerns loom. In April’s First Week video,…
Growth Scare
First Week with Walter Todd
Is the market correcting or collapsing? Walter sits down with a monthly update on the markets, the headlines, and what you…
Tariff Turmoil
First Week with Walter Todd
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…
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…
