Tealwood’s investment philosophy concentrates on five investment factors that provide consistent, meaningful advantages. These factors include: Play a long game. Stay out of the short term, serial tactical sprints approach.…
Ringing in this New Year begins by acknowledging that U.S. equities have overachieved in the past three years, and that the robust marketplace has been a very helpful tailwind. The…
Complacency Lost As we write this, the S&P 500 Index posted a decline for the month of September and has gotten off to a rocky start in October. This reality…
ORIGINAL ACCOUNT HOLDER RMDs Following a one-year hiatus in 2020 as part of the CARES Act where no RMDs had to be taken, in 2021 all individuals who turn 72…
What got us here, won’t get us there… The more recent elements that got us here (“here” being new record highs in market indices, record low interest rates, an expensive…
This years’ tax filing extension to May 17th might have you thinking about taxes longer than usual. We think about tax-efficiency all year long, especially for clients who are nearing…
The stock market was healthy, but the bond market got sick. Vaccines rolled out, undeterred by the chorus of grievances. The Constitution worked. We got to have the NCAA tournament.…
Todd Krough, a Senior Wealth Advisor with Tealwood Asset Management was recently a guest on Julie Keyes' podcast, "Poised for Exit." Todd and Julie are both CEPAs (Certified Exit Planning…
Strategic Focus Major questions about vaccine approval and the political sphere have been clarified. While there are certainly hurdles to clear, our strategic focus is to concentrate on the better…
However much we may look to draw out our Minnesota summers (Can the boat stay in another week? Can I get in another round of golf?), the first days of…