In this webinar recording, TDC Investment Advisory Family Wealth Strategist and Vice President of PandoTree Trust Company, Donald Scott, discusses the various roles a trustee fills, what options are available when selecting a trustee, what factors to consider, as well as the benefits and challenges of these various options.

April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining healthy financial habits.

Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words.

The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And focusing on known drivers of higher expected returns can increase the potential for long-term success. Having a sound strategy built on those principles—and sticking to it through good times and bad—can be a rewarding investment approach.

Throughout my one-on-one dialogue with Mr. Cleves Delp, it was very clear to me that his dedication and the success of his business, TDC Companies, originates from his roots and what matters the most to him—family, the people surrounding him, and his faith...^{| Disclosures |}

TDC Investment Advisory has been recognized as a 2019 Best places to Work for Financial Advisers as announced by InvestmentNews today. TDC was chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, careers paths and more. This list if a first of its kind for the financial advice industry and we couldn’t be prouder of our entire team who have helped shape TDC and its culture into something we enjoy living each and every day. To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please visit InvestmentNews.com/BestPlaces.^{| Disclosures |}

Cleves Delp, TDC Investment Advisory firm Principal, was recently named to Barron’s 2019 List of Top Financial Advisors by State, ranking #26 in Ohio. Factors considered by Barron’s for its rankings included, but were not limited to, assets under management, revenue produced by the firm, regulatory record, quality of practice, and philanthropic work. The full article and list of Ohio advisors can be viewed by clicking on the following link provided below.^{| Disclosures |}

TDC Investment Advisory is thrilled to announce that we have been recognized as a Top Workplace by the Toledo Blade for the second consecutive year. This is only made possibly by the hard work and dedication of our amazing team who help foster a challenging, fun, and collaborative work environment each and every day. ^{| Disclosures |}

Our 2019 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year.

TDC Companies was honored to join a host of Northwest Ohio leaders on National Philanthropy Day to receive the award as Outstanding Corporate Philanthropist by the Association of Fundraising Professionals Northwest Ohio Chapter. Congratulations to all of this year’s winners and out heartfelt thanks for helping make Northwest Ohio a better place.

TDC Investment Advisory (TFO-TDC) has been named to FA Magazine’s RIA Survey and Ranking list, who highlights the country’s top 707 independent RIAs with over $1B in assets under management. TDC ranked #129 of the 707 named, and ranked 9th of Ohio based firms. Read important disclosures.

As the temperatures begin to spike, here are a few things we feel you should consider adding to your summer to-do list...

As usual, with market volatility comes the expected barrage of bold predictions from market pundits making their typical prognostications about what's in store for investors.

Although no one would be surprised that money, homes, cars, vacations, and stuff in general aren’t the secret to happiness, many might be surprised the single greatest contributor to leading a fulfilling life is developing deep personal relationships. Inc. Magazine’s Melanie Curtin discusses the 75 year old Harvard study that came to this conclusion.

Link to article in Inc. Magazine

While this post is from two years ago and some of these statistics may have slightly changed, it might still have a few good tidbits of information to take into consideration when filling out your 2017 NCAA Tournament bracket. Good Luck!

With the NCAA tournament play-in games set to tip-off tonight, chances are many of you are like millions of other Americans filling out your NCAA bracket today. Long gone...

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations. The narrator argues that no single individual possesses enough ability or know-how to create a pencil...

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. As you might have already experienced, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios.

These predictions can come in all shapes and sizes, but most of them are meant to tempt you into...

As we start to see signs of Spring, many of us might reflect back over the winter and holiday season and wonder where the time went. It is during these reflections I often look at the numerous photos I’ve taken with my phone during each of the many family gatherings over the last few months, and I give thanks for the 64 gigabytes of memory that allows me to capture...