All About Your 403(b): Traditional vs. ROTH
Most non-profit employees are familiar with the benefits of contributing to a Traditional 403(b): before-tax retirement savings, large contribution limits and no income limitations. But you may not be aware of the similar benefits a ROTH 403(b) account can provide. John Cooper breaks down the differences and discusses how you can choose what plan can serve you best.
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.
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.
A Crisis of Confidence, Not Credit.
Walter Todd on BFM – The Morning Run
Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Philip See and Shazana Mokhtar on BFM 89.9’s morning show. Walter outlined the differences between the ongoing Credit Suisse turmoil and the recent bank closures in the US.
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.
Was Silicon Valley Bank Just the First to Fall?
Walter Todd on BBC Radio
Was Silicon Valley Bank’s collapse an anomaly or the first of many to come? Walter was featured on “Wake Up to Money” to discuss the latest on the banking industry. He commented on President Biden’s address and also highlighted the major differences between SVB and the 2008 Financial Crisis.
Something’s Gotta Give
Walter Todd on Bloomberg Daybreak Europe
Walter Todd answered questions about the Silicon Valley Bank closure early this morning on “Bloomberg Daybreak Europe.” He discussed whether this is a buying opportunity for regional bank stocks and whether what happened in California will finally force the Fed to change its tune.
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.
Winding Up Withdrawals:
Retirement Savings Part 3
As you approach retirement, how will you access the money you worked so hard to save? This is part three in our retirement savings series: Plan Your Withdrawal Rate.
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?
The Balancing Act of Allocation:
Retirement Savings Part 2
The second step of saving for retirement is to decide how to invest those assets. To determine your asset allocation, decide how much you’ll put into various types of investments and become familiar with the role those specific products play in your overall strategy.
Where Does the Fed Want Your Money?
Walter Todd on Bloomberg Daybreak Asia
Walter Todd was back with on “Bloomberg Daybreak Asia” late Sunday night where he outlined the “Twilight Zone” that 2023 has become and commented on the conundrum facing investors: where on earth does the Fed want you to put your money?
No Recession for Biden?
Walter Todd on BBC Business Matters
Walter Todd was back on BBC Business Matters to provide the American perspective on global news, including whether or not Biden’s optimism is warranted and if South Africa’s energy crisis is an emergency level event.
Too Hot, Too Cold, or Just Right?
Market Update from Walter Todd
In his first video in the new year, Walter Todd takes a moment to discuss January’s market rallies after a devastating 2022. Learn more about how the Fed has responded to the general sentiment that inflation has peaked and whether we are in a “Goldilocks period” of optimism.
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.
A Good Company, but a Bad Stock.
Walter Todd on Bloomberg
Are early earnings forecasting a dark outlook for the tech sector? Walter was on Bloomberg early this morning to discuss Microsoft.
Bank Balances.
Walter Todd on Bloomberg
Walter Todd was on Bloomberg’s “The Close” to discuss bank earnings and how those results will impact the market.
4Q 2022 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
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...
Balancing the Barbell
Walter Todd on Bloomberg Daybreak Asia
In his first Bloomberg appearance of 2023, Walter Todd discussed whether inflation has peaked and if the Fed agrees. He also outlined the “barbell strategy” of investing: balancing both offensive and defensive industries in a portfolio and how that may look in the coming months.
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.
Health and Wealth:
Medical Costs in Retirement
Our life expectancy has increased at a steady pace over the years and is expected to continue increasing. According to the U.S. Census Bureau, the average 65-year-old American can expect to live another 19.6 years.
Unwrapping Presidential Tax Returns & Consumer Loan Fraud
Walter Todd on BBC Business Matters
Walter Todd joined BBC Business Matters to provide the American perspective on global headlines such as Japan’s rate increase and the Taliban’s closure of women’s universities.
How to Plan for the IRS & SSA Policy Changes
Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue Service and the Social Security Administration are updating their policies to combat the squeeze on American wallets.
The Weather Outside is Frightful, but the Bond Rates are Delightful
Market Update from Walter Todd
As we approach the end of a volatile year, Walter Todd takes a moment to take the current temperature of the market. He breaks down the fourth quarter earnings and discusses the surprisingly optimistic come-back of bonds. He also provides his financial forecast for the new year, giving insight into what investors can expect stepping into 2023.
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.
South Africa Spending, South Korea Skincare, & South Carolina Fried Chicken
Walter Todd on BBC Business Matters
Walter Todd was back on BBC Business Matters to provide the American perspective on global news, including how the US dollar is impacting emerging markets and how American healthcare has handled the AIDS crisis.
The Return of Iger
Walter Todd on BBC Radio
Walter Todd discusses the unexpected reinstatement of Bob Iger as Disney’s CEO and the potential impact on stockholders on this morning’s Today show.
It’s All About Inventory
Walter Todd on FOX Business
Walter Todd weighed in on headlining labor changes on Maria Bartiromo’s morning show. Among the discussions on Amazon and Big Tech layoffs, Walter highlighted the impact of excess inventory and the challenge of shifting consumer taste in the retail industry.
Election Day Coverage
Walter Todd on BBC Radio
It’s election day! While American voters head to the polls, Walter Todd discusses the economic impact of today’s vote on two different BBC News shows: Wake Up to Money and Radio 4 Today.
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?
A Market Looking for Direction
Walter Todd on Bloomberg Daybreak Asia
The markets never sleep and neither, apparently, does Walter Todd. He was back on Bloomberg on Sunday evening to discuss two of the main issues challenging the market: inflation in the west and Covid policy in China.
Will De-Globalization Hurt American Businesses?
Walter Todd on BBC Business Matters
Walter Todd was back on BBC Business Matters to provide the American perspective on global news, including what sectors will be impacted by the midterms and the impact of de-globalization on the US economy.
Sector Showdown: Healthcare vs. Technology
Walter Todd on BFM – The Morning Run
Walter Todd was featured on Malaysia’s only independent radio station as he discussed market news out of the healthcare industry. He also weighed in on the lagging sectors of technology and consumer spending.
Traditional Banking Squares Up
Against High Interest Rates
It’s Earnings Season again and Walter Todd was back on Bloomberg Daybreak: Europe. He weighed the potential outcome of a strong traditional banking market against the backdrop of spiking interest rates and dived into the risk versus reward of these high rates on American mortgages.
From Microchips to Midterms
Walter Todd on BBC Business Matters
Walter Todd was once again featured on BBC Business Matters as he joined Sam Fenwick to discuss multiple headlines impacting markets today. He answered questions such as “Should the Fed raise the targeted inflation rate?” and “Why did Biden’s microchip export restrictions influence the market?”
3Q 2022 Market Commentary
In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview.
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.
Callie Bradshaw Joins Greenwood Capital Team Greenville Office Hires New Private Client Specialist
Callie Bradshaw has joined Greenwood Capital as a Private Client Specialist for the Downtown Greenville office. In this role, Callie is dedicated to supporting both clients and advisors in their day-to-day account servicing needs, while also focusing on Greenwood Capital’s overarching goal to guide clients through their financial life planning.
Too Far, Too Fast: US Inflation in a Global Market
Walter Todd on Bloomberg Daybreak Asia
Walter Todd, President and CIO at Greenwood Capital, was back on Bloomberg Daybreak: Asia to discuss the strength of the US dollar in the global economy and how the Fed’s continual rate hikes will impact tightening financial conditions around the world.
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.
UK Economy Halts for Queen’s Funeral
Walter Todd on BBC Business Matters
In the wake of the Queen’s state funeral yesterday, Walter Todd joined Ed Butler on BBC Business Matters to discuss the impact of Queen Elizabeth II’s passing. He provided the American perspective during discussions on the legacy of the monarchy.
Cloudy with a Chance of Rising Rates
Market Update from Walter Todd
The current stock market volatility is causing many investors to question what is forecasted for the economy as we head towards the fourth quarter of 2022 and onto the new year. Walter Todd discusses the reasons behind this month’s downturn in the market, and when investors can expect to find some relief.
A Woman’s Journey Towards Financial Security
I grew up in a single parent household watching my mom struggle to put food on the table and keep a roof over the heads of her five children, all while working a minimum wage job. It left a lasting impression on me.
Have the 60/40 Portfolio Rules Changed?
John Cooper on SC Business Review
John Cooper joined Mark Switzer on South Carolina Business Review to discuss the “perfect storm” that has impacted returns and how investors can adapt to changing market dynamics.
Head to head with Bank of America:
Walter Todd on CNBC
Walter Todd appeared on CNBC to discuss why Greenwood Capital’s Large Cap portfolio is overweight in healthcare and defended stocks like Johnson & Johnson in a market where “flat is the new up.”
Expert Advice: Finding the Best Life Insurance Melissa Bane on MoneyGeek.com
What type of person should consider buying life insurance? What factors should they consider? Melissa D. Bane answered these questions and more on MoneyGeek.com’s 2022 round-up of best life insurance policies.
As Pink Floyd says, “Money, it’s a Gas.”
Walter Todd on BBC Business Matters
Walter Todd has often been tapped for his insight on financial markets, however, yesterday evening he discussed a multitude of topics making headlines, including Pink Floyd, the Gamescon gaming event and Biden’s student loan forgiveness plan.
Better than Expected, but Still Not Great:
Walter Todd on Bloomberg Daybreak Asia
Walter Todd on Bloomberg Daybreak: Asia "This market likes to go from the Table of Contents, to the last page in the book." Walter Todd In an early start to the week, Walter Todd, President and CIO at Greenwood Capital, joined Bryan Curtis and Rishaard Salamat...
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...
Defiant Job Claims and the Elusive Definition of Recession
Walter Todd on BBC World Business Report Job numbers are up, unemployment is down, and the question of recession is up for debate. Walter Todd, President and CIO at Greenwood Capital, was featured on BBC World Business Report this past Friday evening. He discussed the...
Where Do We Go From Here?
Market Update from Walter Todd
If the market is anticipating a recession, why are stocks rallying? Is there more volatility anticipated in the third quarter? Walter Todd takes a moment to answer these questions as he discusses economic changes over the last few months and what we are monitoring going forward.
Crypto, the Dollar, and the Case for Nuclear:
Walter Todd on BBC World News
Walter Todd on BBC World News Walter Todd, President and CIO at Greenwood Capital, was featured on BBC World News on Wednesday afternoon. He discussed international business conditions, including the impact of the stronger dollar on developing countries. He also...
Earnings in Focus: Walter Todd on Bloomberg Daybreak Europe
Walter Todd on Bloomberg Daybreak: Europe Walter Todd, President and CIO at Greenwood Capital, was featured on Bloomberg Daybreak: Europe early Tuesday morning. He answered questions revolving around bank earnings, including Goldman Sachs CEO David Solomon's recent...
Rallies and Headwinds: Walter Todd on Bloomberg Daybreak Asia
Walter Todd on Bloomberg Daybreak: Asia In an early start to the week, Walter Todd, President and CIO at Greenwood Capital, joined Doug Krizner and David Ingles on Bloomberg Daybreak: Asia on Sunday night. Their discussion included the market rally before the Friday...
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...
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...
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...
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...
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...
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...
A Client’s View of the Financial Planning Process
Any one of our advisors could walk you through the steps involved in developing, implementing, monitoring and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me. Why a...
Greenwood Capital Expands Retirement Solutions
Greenwood Capital Expand Retirement Solutions Recognize W. Coxe and D. Lollis for Achieving Retirement Credentials Greenwood Capital announces the expansion of its group and individual retirement plan/account solutions utilizing proprietary...
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...
A Personal Trainer for your Finances
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...
Walter Todd Discusses the Latest on the Markets on Bloomberg Daybreak Asia Podcast
Walter Todd, President, Chief Investment Officer, and Managing Director, at Greenwood Capital, discusses the latest on the markets. He spoke with hosts Rishaad Salamat and Vonnie Quinn on "Bloomberg Daybreak Asia." Listen to the Podcast
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...
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...
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 W. McAlhany during his May 19, 2022 retirement celebration at the Greenwood Arts Center at the Federal Building. Dr. McAlhany joined Greenwood Capital Associates, Inc. in...
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...
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...
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 and equities markets the past few weeks, and what the outlook could be headed into the summer. Factors we are monitoring at Greenwood Capital included Europe, including...
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...
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 Authority Magazine about the most important things to look for when hiring a financial advisor. Many think financial advisors are only for the wealthy, but this is not...
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 on "Bloomberg Daybreak: Europe." He discussed U.S. banks earnings and his thoughts on the market. Watch the full interview here.
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...
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...
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 your skill set. Don’t despair, with a few tips and some help from trusted advisors we can make it happen. Let’s discuss a few ideas that can bring a Wealth Transfer plan from a vague concept...
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...
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....
5 Key Components to an Estate Plan
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
Russia Invading Ukraine – Global Response and Financial Warfare
There are decades where nothing happens and then there are weeks where decades happen.” Ironically, this quote is attributed to Vladimir Lenin. I used this quote back in March of 2020 at the outbreak of Covid and I believe it seems appropriate now given what we are...
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 who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and through what...
Russian Invasion of Ukraine
Market Update from Walter Todd
In light of the breaking news this morning, Walter Todd discusses how these geopolitical movements are affecting the equity market. https://vimeo.com/681552218/a7a5442d9c Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared...
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.
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%...
– New Year Volatility –
Market Update from Walter Todd
As he anticipated in the last quarterly letter, the equity market in 2022 has already begun to keep investors on their toes. Walter Todd, President and Chief Investment Officer, discusses the factors impacting that recent volatility such as the Omicron variant, the...
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...
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....
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...
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...
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. To protect and care for those you love most, it’s crucial to take a proactive approach to financial planning, ensuring your loved ones are prepared when the time comes. In this video,...
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....
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...
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...
Bloomberg: Sector Rotation & Impending Fed Tapering (Podcast)
Walter Todd on Bloomberg's Drive to the Close Walter Todd, President and CIO at Greenwood Capital, discusses the markets and investing with Carol Massar and Tim Stenovec. He covers the ongoing expected impact on the market from COVID-19 and what he is seeing in...
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from pre-retirees. The time at which you choose to draw benefits can impact your financial plan throughout retirement. For some, it is a great safety net for fixed expenses while for...
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...
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...
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...