what you need to know

The resources, details, and strategies to help you succeed.

In the News

05/23/2022
Greenwood Capital Celebrates Dr. McAlhany’s 30+ Years as He Retires

GREENWOOD S.C. – Greenwood Capital was honored to recognize the 34-year career of Dr. John […]

Financial Planning Wealth

05/19/2022
The Evolution of Wealth Management

The Evolution of Wealth Management The Traditional Approach: What do you think when you hear […]

Commentary

05/09/2022
Double Whammy – Stock AND Bonds Down? What gives?

Year to date has been a very rough start for the equity markets.  Adding to […]

Uncategorized

05/02/2022
Market Commentary May 2, 2022 with Walter Todd: Bond and Equity Markets

In our May 2022 market commentary Walter Todd talks about the factors impacting the bond […]

In the News

04/21/2022
How to Protect Your Finances as You Age

The biggest fears most individuals face when planning for retirement are outliving savings and declining […]

In the News

Quintin A Pile of Greenwood Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser

  Quintin A. Pile, CFP® private client advisor at Greenwood Capital was recently interviewed by […]

In the News

04/19/2022
Walter Todd on Bloomberg: How Banks Are Navigating Risks From the Fed

Walter B. Todd, III, President, Chief Investment Office of Greenwood Capital Associates, appeared April 13 […]

Commentary

04/14/2022
First Quarter 2022 Letter From the CIO

Where to begin? First, as always, I hope this letter finds you safe and healthy. […]

Commentary

Market Commentary: First Quarter 2022 Economic Outlook

The US economy grew last year at the fastest pace since Ronald Reagan’s presidency, bouncing […]

Family Finances Wealth

03/29/2022
Creating a Wealth Transfer Plan for You and Your Heirs

At first glance, a Wealth Transfer plan may sound like a task that is outside […]

Wealth

03/24/2022
Transferring Wealth Through Generations

Families of all shapes and sizes need to develop a plan to transfer assets since […]

Commentary

03/14/2022
Your Investing Questions Answered by Walter Todd III

Walter Todd, President and Chief Investment Officer, takes a moment to answer your questions. He […]

Financial Planning Life Planning Wealth

03/10/2022
5 Key Components to an Estate Plan

Often times when discussing estate planning with clients, the initial response we get is “I’m […]

Commentary

03/03/2022
Russia Invading Ukraine – Global Response and Financial Warfare

There are decades where nothing happens and then there are weeks where decades happen.”  Ironically, […]

Financial Planning Wealth

03/01/2022
Why Estate Planning is Critical to the Successful Transfer of Wealth

Transferring Wealth through Estate Planning Wealth transfer is the process of passing wealth from someone […]

Commentary

02/25/2022
Russian Invasion of Ukraine
Market Update from Walter Todd

In light of the breaking news this morning, Walter Todd discusses how these geopolitical movements […]

In the News

02/15/2022
Avoiding Scams: John Cooper on South Carolina Business Review

John Cooper, CFP® and Private Client Advisor with Greenwood Capital, joins Mike Switzer of South Carolina Business Review on NPR Radio to discuss how to avoid scams.

Commentary

02/01/2022
Understanding Volatility and Your Plan

When it comes to investments, understanding what inning of the game you are in is […]

Commentary

01/25/2022
– New Year Volatility –
Market Update from Walter Todd

As he anticipated in the last quarterly letter, the equity market in 2022 has already […]

Commentary

01/13/2022
4Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Milton Friedman (deceased) a renowned economist that served on […]

Commentary

4Q 2021 Letter from the CIO

January 7, 2022 I hope this letter finds you safe and healthy and that you […]

Commentary

12/21/2021
Market Update from Walter Todd
Dec. 21, 2021

Happy Holidays from Greenwood Capital! Walter Todd, President and Chief Investment Officer, takes a moment […]

Commentary

11/24/2021
Market Update from Walter Todd
Nov. 24, 2021

Happy Thanksgiving from Greenwood Capital! Walter Todd, President and Chief Investment Officer takes a moment […]

Commentary

11/03/2021
Preparing for the Inevitable: A Proactive Approach to End-of-Life Financial Decisions

Overview The loss of a loved one, especially a spouse, is always a challenging time. […]

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 […]