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

Market Update from Walter Todd
May 4, 2021

Overview Walter Todd, President & CIO, provides an update on the current economic market. He discusses the historically high earnings season and proposed government spending, including the Jobs Act and American Family Plan. He also provides insight on inflation...

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1Q 2021 Letter from the CIO

1Q 2021 Letter from the CIO

April 7, 2020 I had to start this letter with the picture of the massive tanker, Ever Given (yes that is the ship’s name, not Evergreen). What a fitting image of a full-size excavator that looks like a Tonka toy next to this ship trying to free it from the bank of the...

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1Q 2021 Market Commentary

1Q 2021 Market Commentary

Economic Outlook By Dr. John McAlhany Stuck in the grip of the pandemic, the US economy, as measured by GDP (Gross Domestic Product), declined by 2.4% in 2020. Growth moderated in the fourth quarter following a rebound of 33.4% in the third quarter. The resurgence of...

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Reaching Your Summit

Reaching Your Summit

In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED FINANCIAL PLANNER and Director of Wealth Management, discusses more details of the Financial Planning process. It all begins with a conversation to understand your goals...

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Goal Setting

Goal Setting

Understanding and applying the principles of effective goal setting has never been more important than in today’s world of financial planning. We can get caught up in media frenzy and become confused when we hear words like Bitcoin and GameStop. Goal setting has a...

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

Market Update from Walter Todd
March 1, 2021

Overview Walter Todd, President & CIO, provides an update on several macro-economic issues that are currently impacting the market: the latest vaccine update, better than expected earnings reports, and the anticipated additional stimulus package. He also discusses...

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Financial & Wealth Planning

Financial & Wealth Planning

  What is Financial Planning? When should you approach Wealth Planning? How can Greenwood Capital help? Senior Private Client Advisor Melissa Bane answers these questions as she discusses the differences between Financial Planning and Wealth Planning. This video...

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2021 Financial To-Do List

2021 Financial To-Do List

In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has put together a few tips that can help you put your best foot forward in this New Year. We find that preparing for tax season is a good time to consider your financial...

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

Market Update from Walter Todd
February 4, 2021

Overview After an eventful January, Walter Todd gives an update on earnings, new virus strains, and the efficacy of the latest vaccine releases. He also discusses the "Headline Phenomenon" on market activities over the last week, as stocks like $GME have run up with...

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

Market Update from Walter Todd
January 6, 2021

Overview In his first video update for the new year, Walter Todd discusses the possible financial effects of the Senate run-off in Georgia, the potential for future stimulus packages, and how Greenwood Capital’s solid portfolios are intended to weather the current...

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

Market Update from Walter Todd
December 17, 2020

Overview In his final video update for this year, Walter Todd discusses the positive equity market in the midst of disappointing retail sales and the Georgia senate race. He also provides insight on the economic outlook for the new year in the light of pending vaccine...

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2021 Retirement Contribution Limits

2021 Retirement Contribution Limits

Every new year is an opportunity to reflect on the past, plan for the coming year, and look forward to the future. There is no question we are stepping into 2021 with an eye towards hope and good things to come. Those good things to come, whether in 2021, or fifteen,...

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

Market Update from Walter Todd
November 24, 2020

Overview As we approach the holiday season, Walter Todd sits down to discuss the equity market's positive response to the successful vaccine trials, despite the current increase in nationwide Covid-19 cases. He also touches on election updates, including the Georgia...

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

Market Update from Walter Todd
November 4, 2020

Overview As the ballots are being counted, Walter Todd provides insight on what we know right now. He discusses the apparent results of the House and Senate races and the implications of those results on the healthcare sector and any future stimulus. He also give his...

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

Market Update from Walter Todd
October 29, 2020

Overview With only five days until the election, Walter Todd provides insight on the stock market, including the recent reactions to election projections, increased COVID activity in Europe, and potential actions in the US. He also shares his observations from the...

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3Q 2020 Market Commentary

3Q 2020 Market Commentary

Economic Outlook By Dr. John McAlhany The third quarter ended with a similar level of uncertainty about the strength of the economy as existed earlier in the year. The final report on the economy for the second quarter confirmed what was expected. The US economy...

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3Q 2020 Letter from the CIO

3Q 2020 Letter from the CIO

October 5, 2020 As always, I hope this letter finds you and your family safe and healthy. Webster’s defines normal as – “the usual, average or typical state or condition.” As we enter the last quarter of 2020, it is sometimes hard to imagine what “normal” is anymore....

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Melissa D. Bane Joins Greenwood Capital Ownership

Greenwood Capital is pleased to announce that Melissa D. Bane, Senior Private Client Advisor, joined the ranks of Greenwood Capital employee ownership on October 1, 2020. “This opportunity and honor are in recognition of the significant contribution Melissa has made...

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BBC: Wake Up to Money October 8, 2020

BBC: Wake Up to Money October 8, 2020

  Walter Todd Interview Following VP Debate Walter Todd joins Wake Up to Money host Danny Huston on BBC Radio following the Vice Presidential Debate Wednesday evening October 8, 2020 (October 9, 2020 Thursday morning in the UK). For Walter's interview, join at...

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

Market Update from Walter Todd
September 16, 2020

Overview Walter Todd provides a market update in the tenth episode of the COVID-19 Market Update series. He shares thoughts on how the market is responding to better than expected economic data, D.C. politics, and the nearing election.Greenwood Capital is an...

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Never Forget

Never Forget

Walter Todd was living in NYC in 2001 with his young family, and working at 3 World Financial Center. He invites us all to pause, reflect, and remember those that gave their lives as he shares his personal account of September 11, 2001.

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Long-Term Care Insurance

Long-Term Care Insurance

Long-term care is a topic many of us avoid, however reality hits when we or a loved one needs care. Even in-home care is expensive and can pose a serious threat to retirement nest eggs. Long-term care insurance could be one way to mitigate this risk. Below we...

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