3Q 2021 Letter from the CIO

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...
Goal Setting

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...
Financial & Wealth Planning

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

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...