Three Things to Consider When Choosing a TrusteeMarch 2, 2021
Because of the important role a trustee serves, Cleves Delp was recently published on Forbes.com discussing three things every family should consider when selecting their trustee. Take a few minutes to read these important insights for you and your family.
One thing we take pride in at TDC is actively listening to the common concerns of our clients and using that information to create needed solutions. One such common fear we've heard is finding the right trustee or co-trustee to administer their estate plan. In direct response to these concerns, we established PandoTree Trust Company of South Dakota to help solve our client families' challenges by leveraging some of the country's most favorable state tax and trust laws.
Colleague work from home opt-in policyMarch 14, 2020
TDC Investment Advisory’s Maumee, Ohio office location will be implementing a new opt-in work from home policy to help curb the spread of the coronavirus and help keep our clients, our team members, and our community safe. TDC colleagues will work remotely or may choose to come into the office to work with manager approval. We will also have our clean team in Monday to disinfect the entire building in an abundance of caution.
Any scheduled in-office meetings with clients will be handled on a case-by-case basis. Although these aren’t ideal working conditions, we want to make sure we help keep our team members and their families safe by creating the best internal procedures and safest work environment possible.
If you have any questions or concerns, please contact your TDC adviser directly.
Keep Thanksgiving About ThanksgivingNovember 25, 2019
The Thanksgiving holiday is a time for family, for gathering those most important to us around a table, and for reflecting on how they provide meaning and purpose to our lives. Football and turkey aren’t bad, either.
Thanksgiving can also be a tremendous opportunity to create meaningful discussion around family values. TDC Investment Advisory Principal, Cleves Delp, was recently featured on Forbes discussing how families can better connect their wealth and purpose, and in the process, help ensure those around their Thanksgiving table today remain together for years to come.
A Unique StreakSeptember 17, 2018
With only four months left in 2018, this year has the possibility of being a historic one for the U.S. stock market. Clearly, I'm risking being labeled a "jinx," but if the positive return achieved by the S&P 500 Index through August holds for the rest of the year, it will be the first time in the index's 92-year history that it has produced a positive total return for 10 straight calendar years.
While we know how to act during tough times, periods of intense volatility can cause many undisciplined investors to react emotionally and run from their long-term plan.
The Odds Don't ChangeJanuary 12, 2018
You have heard us say many times the past is not prologue, what happened yesterday is not a sound predictor of what's going to happen in the future. Fresh off the New Year, you've probably heard and seen numerous financial pundits provide their 2018 market forecasts.
Bitcoin & Cryptocurrency - Things You'd Like to KnowJanuary 9, 2018
Now that the dust has settled on the New Year, it's always interesting to see topics that stood out in the headlines from the previous year. Donald Trump, the Russia Probe, the Las Vegas Shooting, Hurricane Irma, Harvey, and Maria, the solar eclipse, and North Korea would certainly all be at the top of the list.
Financial RepetitivenessOctober 18, 2017
Financial pundits are more intent on big headlines rather than valuable advice. Ben Carlson of A Wealth of Common Sense walks you through some of the more popular predictions and prognostications which have flooded financial media headlines in recent years:
For example, everyone wants to call the next stock market bubble following the meltdown we saw in 2008:
August 9, 2017: Is the stock market a bubble? (USA Today)
June 23, 2016: Uh-oh. Is...
Why We Don't Play The Chasing GameAugust 9, 2017
Whether it's politics, world news, sports, or entertainment, the media and its prevailing headlines are typically driven by trends. How will Obamacare reform turn out? What's the latest on the Trump-Russia probe? How will the Lebron James - Kyrie Irving saga turnout for the Cleveland Cavaliers? Trends sell, and sometimes these topics can dominate headlines for months at a time.
As you may know, our portfolios are constructed using non-correlated...