Timely Information on Investment Markets and Financial Planning.
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...
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...
Bloomberg: Sector Rotation & Impending Fed Tapering (Podcast)
Walter Todd on Bloomberg's Drive to the Close Walter Todd, President and CIO at Greenwood Capital, discusses the markets and investing with Carol Massar and Tim Stenovec. He covers the ongoing expected impact on the market from COVID-19 and what he is seeing in...
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from pre-retirees. The time at which you choose to draw benefits can impact your financial plan throughout retirement. For some, it is a great safety net for fixed expenses while for...
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...
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...
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...
Setting Long Term Goals
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
Group Retirement Benefits Your Employees, Your Business & You
While many people think of the 401(K) when they hear “retirement plan," businesses have numerous factors and options to consider when choosing an employer sponsored retirement plan. First, let’s consider WHY a business would want to offer a retirement plan for...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
Bloomberg: Impact of Lack of Stimulus on U.S. Economy (Podcast)
Walter Todd on Bloomberg's Drive to the Close Walter Todd was interviewed on Bloomberg Businessweek's "Drive to Close" segment. Walter Todd comments on the market's impact on the election outcome and opportunities for investment on the other side of the...
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...
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....
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...
Election Commentary October 8, 2020
Walter provides insight into current election betting market, polls, and stock market indicators, as well as a closer look at how the markets are responding to these indicators.
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...
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...
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.
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...
Long Term Care: The Basics
It is a fact. People today are living longer. Although that is good news, the odds of requiring some sort of long-term care increase as you get older. As the costs of home care, nursing homes and assisted living facilities escalate, you may wonder how you are going to...
Market Update from Walter Todd August 14, 2020
Overview Walter Todd checks in again with his thoughts on the current economy in the eighth episode of the COVID-19 Market Update series. He discusses the coin shortage, the upward trend during earnings season, and the possible correlation between a positive market...
Market Update from Walter Todd
July 17, 2020
Overview Walter Todd gives his insight on the economy in the seventh episode of the COVID-19 Market Update series. He discusses the equity market’s response to the increase in coronavirus cases, the start of earnings season, and the unanticipated high confidence in...
