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TDC’s Quarterly Market Review for Q3 is now available

This report features: World Capital Market Performance, Global Overview, Returns of Stock and Bond Assets in the US and International Markets, Global Diversification, and much more.

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TDC Issue Briefs: Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?

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TDC Issue Briefs: Lessons for The Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events pass (for example, 10 years since the bank run on Northern Rock or 10 years since the collapse of Lehman Brothers), there will likely be a steady stream of retrospectives on what happened as well as opinions on how the environment today may be similar…

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Life Blog: What Makes You Happy

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.

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TDC Issue Briefs: The Uncertainty Paradox

“The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that is a distinctly human phenomenon. Rather than ebbing and flowing with investor sentiment, uncertainty is an inherent and ever-present part of investing in markets. Any investment that has an expected return above the prevailing “risk-free rate” (think T-Bills for US investors) involves trading off certainty for a potentially…

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TDC Issue Briefs: School is in Session

With the school year nearing its end, and summer break on the horizon, many are likely thinking about how best to prepare for their children’s and/or grandchildren’s college expenses now that they are one year closer to college life. Now is a good time to sharpen one’s pencil for a few important lessons heading into the summer to help tackle the issue.

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