Events
Join us for a Private Strategy Briefing "Outlook for the New Year" Wednesday, January 15, 2020 Noon – 1:00p Luncheon, or 4:00p - 5:00p with reception to follow Tealwood Asset Management 120…
Join us for a Private Strategy Briefing "Topic Under Review" Wednesday, March 4, 2020 Noon – 1:00p Luncheon Tealwood Asset Management 120 South Sixth Street Suite 1900 Minneapolis, MN 55402 These…
Join us for a Private Strategy Briefing "Topic Under Review" Wednesday, April 16, 2020 Noon – 1:00p Luncheon Tealwood Asset Management 120 South Sixth Street Suite 1900 Minneapolis, MN 55402 These…
Insights
Newsletters
2019 turned into a remarkably overachieving year for U.S. Equities! In hindsight, the skies were blue, although intra-year there were worrisome nimbuses, including a threatening trade cloud and the political…
Often there is a media message that comes off as, ‘hey investor, here are the headlines, now what are you going to do about it’. We know what “their” headlines…
We have good news about broader trends, thought provoking news about the first half of 2018 having been dominated by a handful of expensive companies, and a Rational Investor take…
STRATEGY AND THE NEWS CYCLE Writing a newsletter article that attempts to keep pace with rapidly changing headlines is fraught with the risk of being obsolete as soon as it…
Any review of equity markets in 2017 needs to start with an expression of gratitude for the fruits of economic expansion and appreciation for a very productive market. The investment…
E-Digests
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…
November 2018: We are going to say something in Tealwood terms: this is not the second inflection point. Now, for the translation. At Tealwood, we are proud to speak our…
October 2018: When the market goes volatile and choppy, we all get concerned. It is important to us to keep you informed on our take amidst this chop. In our…
