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Client Only Webcasts
- Aug 20 – Portfolio Spotlight: Fixed Income
- Nov 19 – Portfolio Spotlight: Strategic Income
- Feb 18, ’26 – Portfolio Spotlight: Large-Cap
- May 20, ’26 – Portfolio Spotlight: Small- & Mid-Cap
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Insights
Articles
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,…
Previously, in this very newsletter In our newsletter in January of 2022, we anticipated that the Fed was at the beginning of a sustained run of interest rate increases and,…
Investors are left to reconcile two seemingly contradictory themes: Let’s say a certain stock goes from $38 to $41 over the last nine months. In-between, it touches $36 on the…
In 2022 in the following equity indices, the results were as follows: Index Peer Asset Class 2022 Result S&P 500 Index Large-Cap -18.1% Russell 2000 Index Small– and Mid-Cap -21.6%…
With the third quarter complete and over a year into “The Shift,” * we start with several thoughts: There is a serious economic issue to confront inflation. The market narrative…
E-Digests
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…
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…
Webcasts
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,…
