Upcoming Webcasts
Nov, 5 - Post-Election Update
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Client Only Webcasts
- Aug 6 – Portfolio Spotlight: Large-Cap
- Aug 26 – Portfolio Spotlight: Fixed Income
- Sep 23 – Portfolio Spotlight: Strategic Income Eq.
- Oct 28 – Portfolio Spotlight: Small- and Mid-Cap
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Insights
Articles
Congratulations to Todd Krough on joining an elite, international group of business advisors by obtaining the Certified Exit Planning Advisor (CEPA) designation. Offered through the Exit Planning Institute, candidates must…
We want to report in on how this stay-in-place episode has impacted our work and our lives. Communicating with you has always meant much more than just an investment focus.…
This is an unpredictable, largely unprecedented, fierce, unstable, disruptive, and humanly heartbreaking time. Yet, even amid current Coronavirus and related events, we find we have much to be grateful for……
Managing Newfound Wealth By Wendy K. Bennis, AWMA®, CRPC®, AIF® As a generation of Americans grows older, a considerable amount of personal wealth is transferring to younger generations by way…
Checking in on Your Investment Voice By Wendy K. Bennis, AWMA®, CRPC®, AIF® Dividing and conquering the many aspects of managing our lives, families, households, careers, interests, etc. can make…
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…
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…
