Timely Information on Investment Markets and Financial Planning.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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 Financial Plan...
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...
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...
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...
