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Set Your Standards

Set Your Standards

We’ve talked before about the importance of increasing your salary. Advocating for yourself can provide the flexibility necessary to allow you to stay in the workforce as your life changes. This allows you to retain your salary and continue contributing to your savings.

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Germein De Sario Joins Greenwood Capital Team

Germein De Sario Joins Greenwood Capital Team

GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to-day account servicing needs.

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Go Back to Making Planes Walter Todd on BBC Radio

Go Back to Making Planes
Walter Todd on BBC Radio

Walter Todd was featured on BBC’s Wake Up to Money Business Matters to discuss the earnings report from Boeing and how the aircraft manufacturer’s recent plane failure is impacting its stock prices. Walter discussed whether Boeing has prioritized profitability over engineering and what groups are pressuring the company for change.

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Make the Case

Make the Case

One way to protect and grow your income is to advocate for yourself at work. This starts before you even step foot into your new workplace and continues throughout your whole career.

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Self-Advocacy: Your Financial Plan’s Secret Weapon

Self-Advocacy:
Your Financial Plan’s Secret Weapon

Your income is usually one of the first building blocks of your financial plan. One way to protect and grow your income is to advocate for yourself at work. Our new series, “Brave New World – Financial Advice for the 21st Century gives you actionable steps you can take to find success in 2024, not 1984.

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4Q 2023 Letter from the CIO

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 market and economic environment of recent years doesn’t have to make sense.

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Kalisse L. Evert Promoted to Marketing Manager

Kalisse L. Evert Promoted to Marketing Manager

Greenwood Capital is pleased to announce the promotion of Kalisse L. Evert to Marketing Manager. Serving in a marketing capacity since August 2022, Evert has led efforts to transition the firm’s customer relationship management system to streamline daily workflow and increase overall social media engagement.

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3Q 2023 Market Commentary

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 overview. Mark analyzes the market perception through the lenses of both an optimist and a pessimist, while Walter cites “The Princess Bride’s” famous Battle of Wits.

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3Q 2023 Letter from the CIO

3Q 2023 Letter from the CIO

I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.

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2Q 2023 Letter from the CIO

2Q 2023 Letter from the CIO

I recently heard someone describe this market environment as “the most intellectually challenging” they could recall. If you could have told me future events ahead of time at the beginning of the year, I don’t think I would have been able to predict the outcomes we have halfway through.

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The Lawyers Always Win.Walter Todd on BBC Radio

The Lawyers Always Win.
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters to discuss the latest headlines, including the recent cryptocurrency court cases and the potential for regulation, in addition to his thoughts on equal pay, electric super cars, and how companies like Adidas are handling controversy.

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1Q 2023 Letter from the CIO

1Q 2023 Letter from the CIO

In his quarterly letter, Walter discusses the positive returns on stocks and bonds despite bank failures occurring globally. With the fastest rate-hiking cycle in 40 years, is the war on inflation is over and will the focus shift to managing the fallout.

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Who is the Next Weak Link? Market Update from Walter Todd

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 Valley Bank collapse. He talks about the likely path forward for the Fed and explains the difference between weighted and standard S&P 500 performance, and why those numbers are currently at odds.

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Don’t Rule Anything Out.Walter Todd on Bloomberg Daybreak Asia

Don’t Rule Anything Out.
Walter Todd on Bloomberg Daybreak Asia

Walter Todd was back with Doug Krizner​ on “Bloomberg Daybreak Asia” late Sunday night. He covered the unfolding Credit Suisse and UBS situation, and how those headlines may impact the Fed’s decision on Wednesday. He also spoke more generally about the market, including what sectors he considers defensive in the shadow of a possible recession. 

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From Cali to the Alps.Walter Todd on BBC World Business Report

From Cali to the Alps.
Walter Todd on BBC World Business Report

Walter continues to provide insight to multiple news sites on the implications of the Silicon Valley Bank failure on the American economy and the global financial situation. He was featured on BBC’s World Business Report to discuss about how the regional bank’s crash in California has caused increased scrutiny on the already problematic Credit Suisse bank in Switzerland.

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The Silicon Valley Tumble. Market Update from Walter Todd

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 specific factors that lead to the Silicon Valley Bank collapse and what the Federal Reserve, FDIC, and US Treasury have done to lessen the impact on other financial institutions. He also outlines the broader financial market in the coming year.

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Start with Strategy: Retirement Savings Part 1

Start with Strategy: Retirement Savings Part 1

The first step of saving for retirement is to implement an investment strategy that provides the annual income you will need, while balancing other considerations, such as liquidity, your risk tolerance, and anticipated rates of return. This includes understanding what type of account you should be utilizing and how much you should be saving.

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4Q 2022 Letter from the CIO

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...

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Financial To-Do List

Financial To-Do List

The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals.

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Don’t Rule Anything Out.Walter Todd on Bloomberg Daybreak Asia

From Bonds with Love
Walter Todd on Bloomberg Daybreak Asia

Walter Todd was back on “Bloomberg Daybreak Asia” to discuss the current path of federal rate hikes and the economic implications of China re-opening after extended lockdowns. He also touched on the greatest risks in the market for 2023, and the promising bond landscape for fixed-income investors.

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What is Tax-Loss Harvesting?

What is Tax-Loss Harvesting?

The leaves are changing colors and the evenings are cooling off as we approach the end of the year. These last few months bring a unique opportunity for investors to decrease their tax burden by harvesting losses in investment accounts. How does this process work? Can you benefit?

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3Q 2022 Letter from the CIO

3Q 2022 Letter from the CIO

As we turn our attention to financial markets and the economy, I’ll paraphrase a quote from the Queen’s 1992 speech commenting on the failure of three of her children’s marriages – “1992 (2022) is not a year on which I shall look back with undiluted pleasure.

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Greenwood Capital Establishes New Position – Names Evert in New Role

Greenwood Capital Establishes New Position – Names Evert in New Role

Greenwood Capital has named Kalisse L. Evert in the newly established Marketing & Events Specialist position. This role will actively impact the overall brand positioning of Greenwood Capital within the Upstate SC community through designing and implementing marketing and sales initiatives, to include firm events, digital presence, and prospect/client communication.

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Earnings in Focus: How Consumers are Adapting

Earnings in Focus: How Consumers are Adapting

Walter Todd on BBC World Business Report In a quick update on BBC's World Business Report on Thursday evening, Walter Todd, President and CIO at Greenwood Capital discusses the market's mixed reactions to stabilizing inflation and looming rate hikes. He also comments...

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Bloomberg Radio: Market Update

Bloomberg Radio: Market Update

Walter Todd on Bloomberg Radio: Drive to the Close Walter Todd, President and CIO at Greenwood Capital, joined Carol Massar and Tim Stenovec on Bloomberg Radio's Drive to the Close on Thursday evening. He discussed the recent market activity, including the possibility...

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Bloomberg Surveillance: 2Q Bank Earnings

Bloomberg Surveillance: 2Q Bank Earnings

Walter Todd on Bloomberg Surveillance: Early Edition Walter Todd, President and CIO at Greenwood Capital, joined the Bloomberg Surveillance team in New York and London this morning. He discussed upcoming bank earnings from the second quarter and the probable...

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