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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

E-Digests

May 5, 2020 – Investment Strategy Update: The Second Inflection Point

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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…

March 16, 2020 – Covid-19 Market Outlook

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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…

February 28, 2020 – The Market Caught A Virus

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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…

January 2020 – The SECURE Act: Big Changes for 2020

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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.…

November 2019 – 365 Days from Today

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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

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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…

E-Digest: July 18, 2019 – Happy Anniversary Defensive Fixed Income Portfolio

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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…

E-Digest: July 9, 2019 – Can Tech Sector Trees Grow to the Sky?

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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…

E-Digest: June 5, 2019 – Five Thoughts on the Month of May

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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…

E-Digest: May 13, 2019 – U.S./China Trade Talks

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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…

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