Timely Information on Investment Markets and Financial Planning.
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...
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 to the next generation is inevitable. Preparing your heirs to take over your estate and educating them on your directives is equally important. The involvement of a...
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 of Your 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 Generational 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...
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://player.vimeo.com/681552218/a7a5442d9c Greenwood Capital is an SEC-registered investment advisory firm. This material has been...
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…
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
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, Melissa...
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....
