Timely Information on Investment Markets and Financial Planning.
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...
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...
2Q 2020 Letter from the CIO
July 8, 2020 Let me start as I did last quarter by hoping this letter finds you and your family safe and healthy. Even though 2020 is only halfway over, I think it is safe to say that this year will go down in the record books – pick your reason as to why. ...
2Q 2020 Market Commentary
Economic Outlook By Dr. John McAlhany The expected happened. COVID-19 ended the economic expansion and plunged the US into a recession, the first since the Great Recession eleven years ago. Officially, as determined by a committee at the National Bureau of Economic...
Life After the Pandemic
What's the "new normal" After weeks of quarantine and "stay at home" orders, we are starting to see encouraging signs of progress in our fight against the COVID-19 pandemic. While we are not out of the woods yet, our collective focus seems to be shifting to what life...
Market Update from Walter Todd
Overview Walter Todd addresses the latest data around the current economic climate, implications from the rise in COVID-19 cases in the United States, and the possibilities surrounding the upcoming elections.Greenwood Capital is an SEC registered investment advisory...
Market Update from Walter Todd
Overview Walter Todd provides a market performance update. The unemployment rate dropped to 13.3% and there was a slight increase in consumer confidence. On the other hand, the DOW experienced a sell-off and many parts of the country had an uptick in COVID-19 cases.
Market Update from Walter Todd
Overview Walter Todd reflects on positive trends in the equity market. Watch the video below for this week's updates, including notes on the housing market and foreign economic relationships.
Market Update from Walter Todd
Overview Walter Todd summarizes the current economic front in the third video from our COVID-19 market update series. This episode touches on a variety of subjects, from big-name company earnings to the impacts on interest rates.
Financial Tips for Changing
Gears in Retirement
Everyone is probably familiar with the adage, “the only constant in life is change.” Change is inevitable and is constantly reminding us that we must not only accept change but should prudently prepare for changes we know are coming in our lives. As we age, we often...
Market Update from Walter Todd
Overview Walter Todd discusses what investors can expect as the economy begins to reopen and different industries—including tech, healthcare, financial, and energy—assess the best approach to resuming operations in a safe manner.
Market Update from Walter Todd
Overview Walter Todd gives an update on what we’re seeing in the marketplace and the state of our economy as of Thursday, May 7, as well as expectations for the remainder of 2020. To receive all market updates by joining our email list...
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 plans allow employees to make voluntary pre-tax salary deferral contributions by payroll deduction. In some cases employers will “match” employee contributions. In...
Charitable Giving: Community
Impact & Tax Savings
“Charitable giving" is a broad term that covers many things, such as volunteering your time, giving blood, or writing a check to your favorite charity. This article will focus on two lesser-known charitable giving opportunities: appreciated asset donation and...
6 Tips for Year-End
Financial Planning
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our attention will turn to holiday plans, perhaps some travel, and if we are fortunate enough, family gatherings. Before we get too involved with menus, shopping lists, and...
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 second to the “birds and the bees” discussion. Did you choose to let your children learn about the opposite sex from their friends? I hope not! Then why would you want your...
3 Steps to Effective
Vacation Planning
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of cold dreary weather and being trapped indoors, nothing lifts our spirits more than planning and preparing for vacation. For some, the perfect vacation means relaxing on...
