Events

October 24, 2018 Briefing – What NOW? Strategy, Mid-term Elections, and Late Cycle Markets

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Join us for a Private Strategy Briefing ” What NOW? Strategy, Mid-term Elections, and Late Cycle Markets” Wednesday, October 24, 2018 12:00 – 1:00p Luncheon Tealwood Asset Management 120 South…

November 15, 2018 Special Event – What Defines Success in Retirement? with Betsy Buckley

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Join us for a Tealwood Special Event with Betsy Buckley “What Defines Success in Retirement?” Thursday, November 15, 2018 12:00 – 1:00p Luncheon Tealwood Asset Management 120 South Sixth Street…

December 12, 2018 Briefing – What NOW? Strategy, Mid-term Elections, and Late Cycle Markets

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Join us for a Private Strategy Briefing “What NOW? Strategy, Mid-term Elections, and Late Cycle Markets” Wednesday, December 12, 2018 12:00 – 1:00p Luncheon Tealwood Asset Management 120 South Sixth…

Insights

Asset Allocation

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Are your investments working to best serve you and your plan? By Wendy K. Bennis & Charlie Mahar Deciding how to divide your investments between cash, bonds, and stocks for…

The Rational Investor

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What is Your Investing EQ? By Wendy K. Bennis & Charlie Mahar Behavioral Finance – “Remain Sane When Others Like to Go Crazy.” When Berkshire Hathaway’s Warren Buffet and Charlie…

The Economic Cycle

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How does your investment strategy factor in the Economic Cycle? By Wendy K. Bennis & Charlie Mahar The Economic Cycle The long-established pattern of the Economic Cycle is repeated consistently….

Quality at a Reasonable Price

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The investment synergy of knowing what you own and why By Wendy K. Bennis & Charlie Mahar Quality: a Foundational Investment Philosophy We believe in investing in exceptional businesses and…

Success is Individual

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What is the purpose of your money? By Wendy K. Bennis & Charlie Mahar Would you be happier if you were richer? This question was integral to the research that…

What Has Worked in Investing?

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By Wendy K. Bennis & Charlie Mahar Before Warren Buffet—arguably the most successful investor of our time—there was his teacher and mentor, Benjamin Graham. Graham’s 1934 book, Security Analysis, contains…

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