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- Nov 16 – Portfolio Spotlight: Strategic Income
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Insights
Articles
The headlines are full of “worst” reports on stocks and bonds for the first half of the year. The S&P 500 Index turned in its worst first half since 1970,…
Tealwood’s investment philosophy concentrates on five investment factors that provide consistent, meaningful advantages. These factors include: Play a long game. Stay out of the short term, serial tactical sprints approach.…
Ringing in this New Year begins by acknowledging that U.S. equities have overachieved in the past three years, and that the robust marketplace has been a very helpful tailwind. The…
Complacency Lost As we write this, the S&P 500 Index posted a decline for the month of September and has gotten off to a rocky start in October. This reality…
ORIGINAL ACCOUNT HOLDER RMDs Following a one-year hiatus in 2020 as part of the CARES Act where no RMDs had to be taken, in 2021 all individuals who turn 72…
What got us here, won’t get us there… The more recent elements that got us here (“here” being new record highs in market indices, record low interest rates, an expensive…
This years’ tax filing extension to May 17th might have you thinking about taxes longer than usual. We think about tax-efficiency all year long, especially for clients who are nearing…
The stock market was healthy, but the bond market got sick. Vaccines rolled out, undeterred by the chorus of grievances. The Constitution worked. We got to have the NCAA tournament.…
Todd Krough, a Senior Wealth Advisor with Tealwood Asset Management was recently a guest on Julie Keyes' podcast, "Poised for Exit." Todd and Julie are both CEPAs (Certified Exit Planning…
E-Digests
Over the past eleven years we have shared a consistent message about the economic cycle and its important connection to investment results. Our Strategy for the Cycle emphasis has pointed…
In 2008, amidst the market’s chaos, an obscure term became commonplace: “Black Swan.” The term is derived from the title of a book by Nassim Nicholas Taleb, the subject of…
Gulp! The S&P 500 Index posted over a -12% decline for the week as of this writing. The six-day drop since its record close on February 19 was the fastest…
In the final days of 2019, sweeping legislative tax and retirement reforms under the SECURE Act made their way through the House and Senate to became law beginning in 2020.…
One year from today, on the first Tuesday of November 2020, we the people of the United States will vote in the 59th Presidential election. The intervening year is likely…
Owners Forum Brings Business Insights to Life Todd Krough, Tealwood Asset Management October 2019 The third annual Owners Forum hosted by the Exit Planning Institute, of which I am Steering…
The DFI portfolio has an average maturity of 1.7 years and an average yield to yield to maturity of 3.3%. As a peer, the Barclays 1-3 Year Credit Index has…
When things are going great, it is easy to let go of critical thinking and embrace a wonderful outcome. However, to paraphrase Plato, in our work, “the unexamined return” can…
May was a down month: 5 thoughts about strategy and context It seems the news cycle is having a Chicken Little moment about market turbulence in May. We believe it…
With U.S. equities trading down over 2% last week and down over 2% today, we want to reach out with our take on the collateral damage from the U.S./China trade…
