Upcoming Webcasts
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Client Only Webcasts
- Feb 18 – Portfolio Spotlight: Large-Cap
- May 20 – Portfolio Spotlight: Small- & Mid-Cap
- Aug 19 – Portfolio Spotlight: Fixed Income
- Nov 18 – Portfolio Spotlight: Strategic Income
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Insights
Articles
In hindsight, 2025 seemed like twelve months of unfavorable news: January: Fed on hold re interest rates February: Concern about inflation re-accelerating March: Worst monthly return since 2022; Trade and…
The market’s exuberance is conspicuous as the S&P 500 Index has set 36 new highs year-to-date through October 7th. According to Reuters, NASDAQ has set 121 new highs year-to-date (more…
In today’s especially noisy marketplace—where headlines about tariffs, fiscal policies, and economic cycles dominate the narrative—we want to reaffirm our commitment to cutting through the distractions on your behalf. As…
At Tealwood Asset Management, we emphasize the importance of protecting your personal and financial information because safeguarding your identity is essential to preserving your long-term financial goals. Identity theft can…
Estate planning is a crucial aspect of financial and personal planning that ensures your assets are managed and distributed according to your wishes after your death. Regardless of the state…
April 22, 2025 Supplement To Our E-Digest Publication We stand by our original message and now include the following updates: ▪ Tariffs will most likely be just an unpleasant phase, and…
Let us start with the obvious: The S&P has lapped other Indices and has turned in an overachieving two-year run. This Index is both historically concentrated and expensive. The bond…
Investors can be complicated. The complication du jour seems to be the contrast between markets that have turned in good results and the concern that these good results will not…
In the first half of 2024, the S&P 500 Index posted a robust result, uniquely and disproportionately derived from just a single business. For the same period, the equally weighted…
U.S. markets, especially the S&P 500 Index, have put on an impressive rally. On November 1, 2023, the Fed interest rate message shifted. In the previous 22 months, rates rose,…
E-Digests
As the year winds down, it’s a great time to pause, take stock, and make sure your financial plan is in good shape before the calendar flips. A few thoughtful…
The “One Big Beautiful Bill,” signed into law on July 4, 2025, delivers sweeping tax reforms aimed at individuals and businesses by permanently extending the 2017 tax cuts, introducing new…
Acknowledge the hurt There is no denying the obvious. March came in like a lamb and went out like a ferocious lion, which hurts. The point of being a Rational…
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…
Webcasts
This webcast was recorded January 16, 2026 and covers several topical issues. Whether it is interest rates, market head winds, opportunities in asset classes and sectors, or geo-political risks as…
This webcast was recorded July 23, 2025 and covers several topical issues. Whether it is interest rates, market headwinds, opportunities in asset classes and sectors, or geo-political risks as well…
Click below for a mid-quarter update webcast Click the link below to tune in to the recorded mid-quarter update in which you will see and hear Tealwood's CEO and CIO,…
