what you need to know

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

Financial 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 […]

Commentary
05/15/2020
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 […]