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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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Can’t Have It AllWalter Todd on FOX Business

Can’t Have It All
Walter Todd on FOX Business

Walter Todd joined Maria Bartiromo’s morning show today, where he outlined the macro story that has unfolded during earnings. He highlighted the decisions facing consumers and answered the predominant question: are we running into a recession?

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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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Bloomberg Triple Take: Federal Stress Tests

Bloomberg Triple Take: Federal Stress Tests

Walter Todd on Bloomberg Markets: Triple Take Walter Todd, President and CIO at Greenwood Capital joins the Bloomberg Triple Take team to discuss the bank stress test results from three different angles after the closing bell on Wall Street. Walter's section starts at...

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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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First Quarter 2022 Letter From the CIO

First Quarter 2022 Letter From the CIO

Where to begin? First, as always, I hope this letter finds you safe and healthy. I know we sometimes take that for granted, particularly in the US, but it seems particularly relevant to ask given the humanitarian crisis unfolding overseas with the war in Ukraine. We...

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Market Commentary: First Quarter 2022 Economic Outlook

Market Commentary: First Quarter 2022 Economic Outlook

The US economy grew last year at the fastest pace since Ronald Reagan’s presidency, bouncing back from the brief 2020 recession.  However, looking forward, to quote the prominent economist Ed Hyman, we are in “Unprecedented Times” and furthermore, for the future of...

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Transferring Wealth Through Generations

Transferring Wealth Through Generations

Families of all shapes and sizes need to develop a plan to transfer assets since the transfer of wealth is inevitable. Preparing your heirs to take over your estate and educating them on your directives is equally important. The involvement of a financial planner has...

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Your Investing Questions Answered by Walter Todd III

Your Investing Questions Answered by Walter Todd III

Walter Todd, President and Chief Investment Officer, takes a moment to answer your questions. He reached out to clients and let them ask their burning questions and he answers them in the video below. Greenwood Capital is an SEC-registered investment advisory firm....

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Understanding Volatility and Your Plan

Understanding Volatility and Your Plan

When it comes to investments, understanding what inning of the game you are in is important. If you have turned on the news or checked your investment account balances in the past 3 weeks, you may have felt a wave of anxiety. Although recent headlines such as, 7%...

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4Q 2021 Market Commentary

4Q 2021 Market Commentary

  Economic Outlook By Dr. John McAlhany Milton Friedman (deceased) a renowned economist that served on the faculty of the University of Chicago wrote in his classic book The Monetary History of the United States that “Inflation is always and everywhere a monetary...

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4Q 2021 Letter from the CIO

4Q 2021 Letter from the CIO

January 7, 2022   I hope this letter finds you safe and healthy and that you were able to enjoy some time with loved ones over the holiday season. I don’t know about you, but if I never hear another letter in the Greek alphabet, that would be just fine with me....

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Where Do We Go From Here?  Market Update from Walter Todd

Market Update from Walter Todd Dec. 21, 2021

Happy Holidays from Greenwood Capital! Walter Todd, President and Chief Investment Officer, takes a moment to share some market insights as we wrap up the year. He discusses recent news such as the Omicron variant and the recent set back for the Build Back Better...

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Where Do We Go From Here?  Market Update from Walter Todd

Market Update from Walter Todd
Nov. 24, 2021

Happy Thanksgiving from Greenwood Capital! Walter Todd, President and Chief Investment Officer takes a moment to share some market insights before the holiday. He addresses third quarter earnings and improvements in supply chain disruptions. He discusses the...

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4Q 2021 Market Commentary

3Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Perception about the economy changed during the latter part of the third quarter. The quarter began on a positive note with the virus waning, and businesses and industries were reopening, adding jobs, and looking for employees....

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3Q 2021 Letter from the CIO

3Q 2021 Letter from the CIO

October 11, 2021 I’m going to start this letter with a scary thought – there are less than 80 shopping days left till Christmas. Yikes! Worse yet, with the supply chain disruptions getting worse, there may be far fewer days than that if you want to find many goods in...

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Where Do We Go From Here?  Market Update from Walter Todd

Market Update from Walter Todd
Sept. 22, 2021

Overview Walter Todd, President and Chief Investment Officer shares insights into the macroeconomic forces being monitored by the Investment Team heading into 4th quarter. These include potential market risk if a Chinese real estate developer (Ever Grand) defaults, DC...

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2Q 2021 Letter from the CIO

2Q 2021 Letter from the CIO

July 7, 2021 Fifty is the new thirty-five. At least that is what I am saying after Phil Mickelson became the first 50-year old player to win a major championship when he won the PGA Championship at Kiawah Island in May. Of course, the fact that I also turned 50 in May...

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2Q 2021 Market Commentary

2Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Last fall, Chairman Powell of the Federal Reserve (Fed) indicated that the pace of the economic recovery was highly dependent upon the pace of the virus and the acceptance of a vaccine. Since then, several vaccines have been...

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Where Do We Go From Here?  Market Update from Walter Todd

Market Update from Walter Todd
June 10, 2021

Overview Walter Todd, President & CIO, takes a moment to discuss inflation and the elevated consumer price index numbers. He explains the Federal Reserve's decision not to raise interest rates and whether we are looking at transitory or sustained inflation in the...

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