All Resources
Timely Information on Investment Markets and Financial Planning.
what you need to know
The resources, details, and strategies to help you succeed.
Swallowing the Pill: How to Handle Student Loan Debt

Swallowing the Pill:
How to Handle Student Loan Debt

Med school is expensive and student loans are a fact of life for many professionals in healthcare, such as doctors, pharmacists, hospital administrators, nurses, clinical social workers, and physician assistants. Once you start working, it is important to make a plan to address student loan debt, whether through student loan forgiveness or a repayment plan.

read more
Reforming the Global Markets Walter Todd on BBC Radio

Reforming the Global Markets
Walter Todd on BBC Radio

Walter was featured on BBC’s World Business Report to discuss international business issues with Rahul Tandon. They discussed the extreme heat wave in India and how the severe weather is impacting business. They also discussed recent news that the bread subsidy in Egypt is set to quadruple and the Samsung Union strike in Korea.

read more
The Return of Meme StockWalter Todd on BBC Radio

The Return of Meme Stock
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters to talk philanthropy: from the future of the Gates Foundation to the impact of NGOs on small enterprises in countries like Jamaica. He also explained how a single post online led to another dramatic hike in GameStop and AMC shares and whether we should buckle in for another round of meme-investor fluctuations.

read more
Greenwood Capital Adds Alternative Investments

Greenwood Capital Adds Alternative Investments

GREENVILLE, S.C. – Greenwood Capital announced a strategic alliance with First Trust Capital Management L.P., helping to expand access to alternative investment strategies to its financial advisors. The new relationship marks a significant step forward in providing a broader range of alternative investment opportunities for Greenwood Capital’s advisors in support of their efforts to diversify client portfolios.

read more
1Q 2024 Letter from the CIO

1Q 2024 Letter from the CIO

Walter Todd reflects on the first quarter of 2024, revisiting some of the most-discussed topics over the last few months, including rate cuts, government spending, and the upcoming election.

read more
Tesla Eats a Slice of Humble PieWalter Todd on BBC Radio

Tesla Eats a Slice of Humble Pie
Walter Todd on BBC Radio

Walter was featured on BBC Business Matters to discuss what data the Fed is watching, Boeing’s worsening safety reputation, and whether streaming services are facing consolidation. He also debated the best type of pie as they discussed the bakery in California that took to social media over canceled orders from Tesla.

read more
Set Your Standards

Set Your Standards

We’ve talked before about the importance of increasing your salary. Advocating for yourself can provide the flexibility necessary to allow you to stay in the workforce as your life changes. This allows you to retain your salary and continue contributing to your savings.

read more
Germein De Sario Joins Greenwood Capital Team

Germein De Sario Joins Greenwood Capital Team

GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to-day account servicing needs.

read more
Go Back to Making Planes Walter Todd on BBC Radio

Go Back to Making Planes
Walter Todd on BBC Radio

Walter Todd was featured on BBC’s Wake Up to Money Business Matters to discuss the earnings report from Boeing and how the aircraft manufacturer’s recent plane failure is impacting its stock prices. Walter discussed whether Boeing has prioritized profitability over engineering and what groups are pressuring the company for change.

read more
Make the Case

Make the Case

One way to protect and grow your income is to advocate for yourself at work. This starts before you even step foot into your new workplace and continues throughout your whole career.

read more
Self-Advocacy: Your Financial Plan’s Secret Weapon

Self-Advocacy:
Your Financial Plan’s Secret Weapon

Your income is usually one of the first building blocks of your financial plan. One way to protect and grow your income is to advocate for yourself at work. Our new series, “Brave New World – Financial Advice for the 21st Century gives you actionable steps you can take to find success in 2024, not 1984.

read more
4Q 2023 Letter from the CIO

4Q 2023 Letter from the CIO

Walter Todd reflects on the last quarter and 2024 as a whole as he explains his begrudging realization [that] the current market and economic environment of recent years doesn’t have to make sense.

read more
Kalisse L. Evert Promoted to Marketing Manager

Kalisse L. Evert Promoted to Marketing Manager

Greenwood Capital is pleased to announce the promotion of Kalisse L. Evert to Marketing Manager. Serving in a marketing capacity since August 2022, Evert has led efforts to transition the firm’s customer relationship management system to streamline daily workflow and increase overall social media engagement.

read more
3Q 2023 Market Commentary

3Q 2023 Market Commentary

In this quarterly report, Dr. Mark Pyles, Walter Todd, and John Wiseman discuss the stock and bond markets and the economic overview. Mark analyzes the market perception through the lenses of both an optimist and a pessimist, while Walter cites “The Princess Bride’s” famous Battle of Wits.

read more
3Q 2023 Letter from the CIO

3Q 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.

read more
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.

read more
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.

read more
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.

read more
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.

read more
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. 

read more
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.

read more
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.

read more
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.

read more
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...

read more
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.

read more
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?

read more
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.

read more
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.

read more