what you need to know

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

Commentary
09/17/2020
Market Update from Walter Todd
September 16, 2020

Overview Walter Todd provides a market update in the tenth episode of the COVID-19 Market […]

Commentary
09/11/2020
Never Forget

Walter Todd was living in NYC in 2001 with his young family, and working at […]

Insurance Planning
09/09/2020
Long-Term Care Insurance

Long-term care is a topic many of us avoid, however reality hits when we or […]

Insurance Planning
08/24/2020
Long Term Care: The Basics

It is a fact. People today are living longer. Although that is good news, the […]

Commentary
08/14/2020
Market Update from Walter Todd
August 14, 2020

Overview Walter Todd checks in again with his thoughts on the current economy in the […]

Life Planning Retirement
08/06/2020
Changing Gears in Retirement

Everyone is probably familiar with the adage, “the only constant in life is change.” Change […]

Commentary
07/17/2020
Market Update from Walter Todd
July 17, 2020

Overview Walter Todd gives his insight on the economy in the seventh episode of the […]

Commentary
07/14/2020
2Q 2020 Letter from the CIO

July 8, 2020 Let me start as I did last quarter by hoping this letter […]

Commentary
07/10/2020
2Q 2020 Market Commentary

Economic Outlook By Dr. John McAlhany The expected happened. COVID-19 ended the economic expansion and […]

Life 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 […]