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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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2Q 2022 Letter from the CIO

2Q 2022 Letter from the CIO

July 6, 2022 Let me start by saying I hope that you and yours were able to enjoy July 4th and the long weekend. There has been no shortage of turmoil in and out of financial markets this year, but hopefully you were able to spend some time with friends and family. The...

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2Q 2022 Market Commentary

2Q 2022 Market Commentary

Economic Overview By Dr. Mark Pyles The second quarter of 2022 began with some degree of optimism. Financial markets sprinted to the finish to end the first quarter, driven in large part by the belief that inflation was either at or very near peak levels and would...

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Who are Financial Advisors?

Who are Financial Advisors?

Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager.  These...

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Feelin’ Hot, Hot, Hot

Feelin’ Hot, Hot, Hot

Heat on the Federal Reserve Similar to the triple digit temperatures that we are seeing in South Carolina this week, markets are putting the heat on the Federal Reserve (Fed). More so, to continue the analogy, it is not just the temperature itself that is the source...

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Highway to the Danger Zone

Highway to the Danger Zone

This line from Kenny Loggins's Top Gun theme song, released in 1986, feels like an appropriate description of the market this year.  I could not resist the connection with Top Gun 2: Maverick coming out this Friday, finally after a two-year delay in release.   Coming...

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A Tale of Two Advisors

A Tale of Two Advisors

Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are considered financial advisors in the broader sense – with similarities and differences.   Financial Planner A Financial Planner is someone who assists with lifestyle...

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The Evolution of Wealth Management

The Evolution of Wealth Management

The Evolution of Wealth Management The Traditional Approach: What do you think when you hear the term “Wealth Management”? Most probably think of something like: Wall Street, the stock market, your company’s retirement plan, investment accounts – perhaps being...

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Double Whammy – Stock AND Bonds Down? What gives?

Double Whammy – Stock AND Bonds Down? What gives?

Year to date has been a very rough start for the equity markets.  Adding to the pain is the fact that bond prices are also down sharply, and in some instances more than equities. The S&P 500 is down 12% and the Aggregate Bond index is down 10% since the beginning...

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How to Protect Your Finances as You Age

How to Protect Your Finances as You Age

The biggest fears most individuals face when planning for retirement are outliving savings and declining health that requires long-term care. Protecting your finances as you age can go a long way toward ensuring you have a comfortable, stress-free life in your later...

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