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Reflecting on the first quarter, January and February were mostly unremarkable, then March came in like a lion. The host...
04/08/2026

Reflecting on the first quarter, January and February were mostly unremarkable, then March came in like a lion. The hostilities with Iran commenced on February 28th, and the marketplace has been worried about escalation and disruption since then. When might it go out like a lamb?

Click below to learn how Tealwood manages risk in today’s environment:

Reflecting on the first quarter, January and February were mostly unremarkable, then March came in like a lion. The hostilities with Iran commenced on February 28th, and the marketplace has...

Tealwood’s strategy briefings focus on big picture themes, market data and how Tealwood continues to find opportunities ...
01/21/2026

Tealwood’s strategy briefings focus on big picture themes, market data and how Tealwood continues to find opportunities in stressed markets. Please click below to gain insights to remain a rational investor.

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...

2025 turned out to be another year of great opportunity, but that news was not front-page material. Investing confidence...
01/12/2026

2025 turned out to be another year of great opportunity, but that news was not front-page material. Investing confidence flows bottom-up, from the high-quality companies in your portfolio. Click below to learn more about Tealwood’s focus on the best opportunities.

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. Accor...
10/14/2025

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 than once a day!) and both Gold and Crypto have also set new highs. Although every market episode is marked by its own kind of ambiguity in the present tense, we only have the clarity to label them in hindsight. Click below to learn how to be a Rational Investor through these fluctuations:

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...

The “One Big Beautiful Bill,” signed into law on July 4, 2025, delivers sweeping tax reforms aimed at individuals and bu...
08/01/2025

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 deductions for tip income, overtime pay, and car loan interest, and boosting credits for families and seniors. Click below to see how the bill may affect you:

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...

At Tealwood Asset Management, we emphasize the importance of protecting your personal and financial information because ...
07/29/2025

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 compromise more than just day-to-day finances—it can disrupt investment accounts, retirement plans, and your overall wealth strategy. Please click below for proactive steps to reduce your risk for identity theft:

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...

In today’s especially noisy marketplace—where headlines about tariffs, fiscal policies, and economic cycles dominate the...
07/28/2025

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 outlined in our latest equity and fixed income commentary below, chasing short-term sentiment is counterproductive. Instead, we focus on what truly matters: investing in exceptional, high-quality businesses. Please click below to to learn 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...

Estate planning is a crucial aspect of financial and personal planning that ensures your assets are managed and distribu...
04/23/2025

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 in which you reside, the foundational principles of estate planning remain consistent.

For more information, click below:

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...

There is no denying the obvious. March came in like a lamb and went out like a ferocious lion, which hurts. The point of...
04/09/2025

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 Investor is not to let your emotions drive your decisions – positive or negative.

Click below for more:

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...

The economy is stable, productivity growth is being realized, and better companies are posting better results.  It is ti...
02/05/2025

The economy is stable, productivity growth is being realized, and better companies are posting better results. It is time to be selective and disciplined. Click below to see what a rational investor should do:

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...

The Bottom Line – Thinking About Opportunities, is the title of the investment strategy article in Tealwood's latest e-n...
10/11/2022

The Bottom Line – Thinking About Opportunities, is the title of the investment strategy article in Tealwood's latest e-newsletter. Click the link to go to Tealwood.com to read the article and sign up for the digital version of the entire quarterly newsletter with planning advice, company events, announcements and other useful information.
https://www.tealwood.com/2022/10/10/october-2022-the-bottom-line-thinking-about-opportunities/

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...

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