TDC Conversations: Important Update Required Minimum Distributions (RMDs) and the CARES Act

Conversations 17th April / 2020

As we have highlighted in recent communications, the rules surrounding Required Minimum Distributions (RMDs) have changed as a result of the passing of the CARES Act to help those impacted by the coronavirus.

Read More
CARES Enacted Into Law: Q&A for Small Businesses
Businesses 16th April / 2020

CARES Enacted Into Law: Q&A for Small Businesses

If you think you may need to take a distribution, here are some frequently asked questions and resulting options you may want to know.

read more
Is there an end in sight? A little positive news to begin the weekend.
Families 11th April / 2020

Is there an end in sight? A little positive news to begin the weekend.

As many of us approach a full month of quarantine life at home, the question on everyone’s mind continues to be, “When does it end?” When will I be able to go back to work? See my friends? Go to a restaurant?

read more
Dimensional Market Perspectives Recording Now Available play-icon
Investments 9th April / 2020

Dimensional Market Perspectives Recording Now Available

The recording from Dimensional Fund Advisor’s latest Markets Perspective Webcast Series is now available.

read more
The Plan Works Only if We Work the Plan play-icon
Conversations 8th April / 2020

The Plan Works Only if We Work the Plan

Vice President Jim Herrick discusses the importance of building and sticking with a plan.

read more
The Power of What We Know
Investments 31st March / 2020

The Power of What We Know

Today’s there’s so much that is unknown. But we can find relief in what we do know, what helps us plan, adapt, and succeed.

read more
CARES Act: What Individuals & Families Should Know
Families 30th March / 2020

CARES Act: What Individuals & Families Should Know

What does the CARES Act mean for you and your family? We’ve broken them down for you.

read more
CARES Act: What Businesses Should Know
Businesses 30th March / 2020

CARES Act: What Businesses Should Know

To help understand the options and benefits for your business, here are some things you may want to consider.

read more
We All Need a Boost
Investments 27th March / 2020

We All Need a Boost

What does tennis and investing have in common? Sometimes we just need a boost to get refocused.

read more
CARES Act: Perspective & Gratefulness During Uncertain Times play-icon
Conversations 26th March / 2020

CARES Act: Perspective & Gratefulness During Uncertain Times

What does the CARES Act mean for you and your family? We’ve broken them down for you.

read more
Historic Coronavirus Relief Package
Legislation 25th March / 2020

Historic Coronavirus Relief Package

Here are a few things you and your family and/or business should know about the pending COVID-19 economic rescue package.

read more
Estate Planning Opportunities
Families 24th March / 2020

Estate Planning Opportunities

In light of recent event, here are several estate planning opportunities you and your family could consider.

read more
Guidance on Tax Filings & Payment Deadlines
Tax 22nd March / 2020

Guidance on Tax Filings & Payment Deadlines

Here is what you need to know about the recent tax filing and payment deadline extension from April 15 to July 15.

read more
Our Recent Webcast Recording “Discipline, Courage, and Conviction During Unsettling Times” Is Now Available play-icon
Investments 20th March / 2020

Our Recent Webcast Recording “Discipline, Courage, and Conviction During Unsettling Times” Is Now Available

Our webcast entitled Discipline, Courage and Conviction During Unsettling Times is now available!

read more
COVID-19 Preparedness for Business Owners & Operators
Businesses 17th March / 2020

COVID-19 Preparedness for Business Owners & Operators

Here are some common COVID-19 issues we are discussing with business owners, operators, and executives.

read more
Things to Consider During Unsettling Times
Investments 11th March / 2020

Things to Consider During Unsettling Times

As we face uncertain times, we should still focus on what we can control. Here are three things worth considering for you and your family.

read more
Perspective During Unsettling Times
Investments 9th March / 2020

Perspective During Unsettling Times

Committed to a long-term plan, we know how to respond to recent event. Here are three possible actions one should consider.

read more
TDC Implements Work-From-Home Opt-In Policy
Families 9th March / 2020

TDC Implements Work-From-Home Opt-In Policy

To help combat the spread of COVID-19 TDC will be implementing a work-from-home opt-in policy.

read more
Coronavirus and the Markets
Investments 28th February / 2020

Coronavirus and the Markets

Considering a dramatic action in response to market events? Here are some facts we believe can give you confidence to stay the course.

read more
Moneyball and the Probability of Success
Investments 12th February / 2020

Moneyball and the Probability of Success

Analytics and evidence was pioneered by the Oakland Athletics. But for us, our evidence-based approach is our moneyball!

read more

CARES Enacted Into Law: Q&A for Small Businesses

Businesses 16th April / 2020

If you think you may need to take a distribution, here are some frequently asked questions and resulting options you may want to know.

Read More
CARES Act: What Businesses Should Know
Businesses 30th March / 2020

CARES Act: What Businesses Should Know

To help understand the options and benefits for your business, here are some things you may want to consider.

read more
COVID-19 Preparedness for Business Owners & Operators
Businesses 17th March / 2020

COVID-19 Preparedness for Business Owners & Operators

Here are some common COVID-19 issues we are discussing with business owners, operators, and executives.

read more

Is there an end in sight? A little positive news to begin the weekend.

Families 11th April / 2020

As many of us approach a full month of quarantine life at home, the question on everyone’s mind continues to be, “When does it end?” When will I be able to go back to work? See my friends? Go to a restaurant?

Read More
CARES Act: What Individuals & Families Should Know
Families 30th March / 2020

CARES Act: What Individuals & Families Should Know

What does the CARES Act mean for you and your family? We’ve broken them down for you.

read more
Estate Planning Opportunities
Families 24th March / 2020

Estate Planning Opportunities

In light of recent event, here are several estate planning opportunities you and your family could consider.

read more
TDC Implements Work-From-Home Opt-In Policy
Families 9th March / 2020

TDC Implements Work-From-Home Opt-In Policy

To help combat the spread of COVID-19 TDC will be implementing a work-from-home opt-in policy.

read more

Dimensional Market Perspectives Recording Now Available

Investments 9th April / 2020

The recording from Dimensional Fund Advisor’s latest Markets Perspective Webcast Series is now available.

Read More
The Power of What We Know
Investments 31st March / 2020

The Power of What We Know

Today’s there’s so much that is unknown. But we can find relief in what we do know, what helps us plan, adapt, and succeed.

read more
We All Need a Boost
Investments 27th March / 2020

We All Need a Boost

What does tennis and investing have in common? Sometimes we just need a boost to get refocused.

read more
Our Recent Webcast Recording “Discipline, Courage, and Conviction During Unsettling Times” Is Now Available play-icon
Investments 20th March / 2020

Our Recent Webcast Recording “Discipline, Courage, and Conviction During Unsettling Times” Is Now Available

Our webcast entitled Discipline, Courage and Conviction During Unsettling Times is now available!

read more
Things to Consider During Unsettling Times
Investments 11th March / 2020

Things to Consider During Unsettling Times

As we face uncertain times, we should still focus on what we can control. Here are three things worth considering for you and your family.

read more
Perspective During Unsettling Times
Investments 9th March / 2020

Perspective During Unsettling Times

Committed to a long-term plan, we know how to respond to recent event. Here are three possible actions one should consider.

read more
Coronavirus and the Markets
Investments 28th February / 2020

Coronavirus and the Markets

Considering a dramatic action in response to market events? Here are some facts we believe can give you confidence to stay the course.

read more
Moneyball and the Probability of Success
Investments 12th February / 2020

Moneyball and the Probability of Success

Analytics and evidence was pioneered by the Oakland Athletics. But for us, our evidence-based approach is our moneyball!

read more

Historic Coronavirus Relief Package

Legislation 25th March / 2020

Here are a few things you and your family and/or business should know about the pending COVID-19 economic rescue package.

Read More

Guidance on Tax Filings & Payment Deadlines

Tax 22nd March / 2020

Here is what you need to know about the recent tax filing and payment deadline extension from April 15 to July 15.

Read More

TDC Conversations: Important Update Required Minimum Distributions (RMDs) and the CARES Act

Conversations 17th April / 2020

As we have highlighted in recent communications, the rules surrounding Required Minimum Distributions (RMDs) have changed as a result of the passing of the CARES Act to help those impacted by the coronavirus.

Read More
The Plan Works Only if We Work the Plan play-icon
Conversations 8th April / 2020

The Plan Works Only if We Work the Plan

Vice President Jim Herrick discusses the importance of building and sticking with a plan.

read more
CARES Act: Perspective & Gratefulness During Uncertain Times play-icon
Conversations 26th March / 2020

CARES Act: Perspective & Gratefulness During Uncertain Times

What does the CARES Act mean for you and your family? We’ve broken them down for you.

read more

New - COVID-19 Resource Center

04/24/2020 - We are happy to introduce our new COVID-19 Resource Center. This newly created section on our website will house all important communications and resources we publish in regards to the ongoing COVID-19 pandemic.

 

Launch Resource Center