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Recent Articles and News
Are You a Rule Follower?: How to Avoid Early Withdrawal Penalties
Are You a Rule Follower?: How to Avoid Early Withdrawal Penalties
Market Update: September 2nd, 2025
Market Update: September 2nd, 2025
Kara Nalbone Joins Greenwood Capital Team
Kara Nalbone Joins Greenwood Capital Team
Market Update: August 1st, 2025
Market Update: August 1st, 2025
Walter unpacks the contradictory market and how it has responded to the last few days' dramatic headlines and reporting shifts.
Greenwood Capital Expands Employee Ownership
Greenwood Capital Expands Employee Ownership
Holding It Together: Financial Guidance for the Sandwich Generation
Holding It Together: Financial Guidance for the Sandwich Generation
Anne Thompson shares practical financial tips for the sandwich generation: people caring for aging parents and supporting their own children.
Cane Sugar Soda and Alcohol-Free Beer
Cane Sugar Soda and Alcohol-Free Beer
Walter discussed the headlines on BBC Business Matter, including the economic implications of the Trump's war on the Fed.
Resources
Women & Money: Take Charge of Your Future
Women & Money: Take Charge of Your Future
The Five Levers of Retirement Planning
The Five Levers of Retirement Planning
Learn More
Celebrating 40 Years!
Celebrating 40 Years!
About Us
About Us
Premier wealth and asset management firm in South Carolina, providing a comprehensive approach to financial planning and investment management.
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