TDCFA

Investment Manager

[TDCFA @TDCalkins]

Great panel on fixed income markets and the evolution of the 60/40 allocation. https://t.co/5p7vEg9Gf5

[TDCFA @TDCalkins]

To qualify for the safe harbor, fiduciaries need to evaluate 6 areas when selecting Alt investment options:
• Performance
• Fees
• Liquidity
• Valuation
• Benchmarks
• Complexity
https://t.co/rvZScZYpEJ

[TDCFA @TDCalkins]

For plans that have reached or exceeded full funding, preserving gains has become a priority. This is showing up in more conservative return assumptions and greater emphasis on liability-driven investing.
https://t.co/ZcjU3A5YXB

[TDCFA @TDCalkins]

The past few years have been great for corporate pension funds. Milliman data show that assets and liabilities increased, but the growth in assets—driven by an 8.80% actual rate of return—outpaced liability growth.
https://t.co/ON6uHxdzCY

[TDCFA @TDCalkins]

"Military families often have access to a stack of underused tools — a government-backed retirement plan, subsidized health care, tax advantages tied to deployments, education benefits, and a mortgage program." -McKinley
https://t.co/aRA5xrCxFz

[TDCFA @TDCalkins]

BlackRock noted that many corporate pension funds in surplus territory are moving beyond traditional LDI strategies—into more diversified credit opportunities and alternative investments.
https://t.co/u05mgnsyjr

[TDCFA @TDCalkins]

Americans aren’t just moving, they’re bringing billions in wealth with them. FL alone gained tens of billions in income from out-of-state residents. States like CA and NY saw massive outflows...
https://t.co/YvYwEuajh4

[TDCFA @TDCalkins]

After collecting more than 1.8 million observations, Killingsworth found an unmistakable pattern. Outside of work, happiness rose steadily with income. But more money didn’t move the happiness meter while people were on the job.
https://t.co/Qz5mPRfPKe

[TDCFA @TDCalkins]

"How do we get younger generations to engage with our brand when they see us as cringey and out of touch? Let's try something I read about called..."
https://t.co/0ujBj00ulL

[TDCFA @TDCalkins]

The five states that saw the largest improvements in their rank over the last six years are:
Tennessee, which ranked 38th in 2020, now ranks 8th.
Iowa, which ranked 43rd in 2020, now ranks 17th
Georgia, which ranked 28th in 2020, now ranks 18th
https://t.co/qtg5N47WK7

[TDCFA @TDCalkins]

“By deploying proven, nature-based solutions in this creek system, we are improving water quality, reducing erosion and flooding risk, and creating healthier, more accessible green space." -Buffalo Niagara Waterkeeper Executive Director Jill Jedlicka
https://t.co/OO5ZpRL8fp

[TDCFA @TDCalkins]

With more low-tax options available than ever and increasing mobility, the incentive to relocate is growing. The result may be an increasingly polarized landscape where there's no "typical" state income tax rate—only low or high.
https://t.co/HqCycABghp

[TDCFA @TDCalkins]

Good source of info on Higher Education fiscal strains...
https://t.co/fGfMlLfk9E

[TDCFA @TDCalkins]

Albright College was at “significant risk of closure,” he said. Former and current faculty and staff say they spent the past several years sounding the alarm, but the Board of Trustees didn’t heed them.
https://t.co/DgbxDjpF2k

[TDCFA @TDCalkins]

Global pension assets in the 22 largest pension markets had reached a record $68.3 trillion, rising 9.6% year-over-year—a total of $6 trillion
https://t.co/6hTUW6opXz

[TDCFA @TDCalkins]

Another key indicator of declining faith in the U.S. is the all-important 10-year U.S. Treasury yield, which has risen 50 basis points since September 2024, even as the Fed has cut its policy rate by 175 basis points...
https://t.co/WPP1u5JIba

[TDCFA @TDCalkins]

51% of Americans have either stopped or reduced their retirement savings in the past six months because of the current economic environment. Nearly half, 47%, said they dipped into retirement savings to cover expenses.
https://t.co/8YEDQgiEFK

[TDCFA @TDCalkins]

The Tax Foundation estimates that founders with super voting shares may be taxed on the market value they control,, supersizing tax bills WAY beyond the headline of a 5% rate, with the potential to bankrupt some founders.
https://t.co/E7NXkGdurs

[TDCFA @TDCalkins]

This initiative builds on that tradition by offering the kind of serious research opportunities few undergraduate accounting programs provide and preparing students not just to enter the profession but to shape it.” -Ian Redpath
https://t.co/lW6WGdKyxF

[TDCFA @TDCalkins]

Private equity firms that raised funds in 2025 charged the lowest average management fee rates ever recorded by Preqin. The mean rate was just 1.61% of assets, well below the industry’s legacy 2% management fee.
https://t.co/1VJSSrGQaA

[TDCFA @TDCalkins]

There’s also a sense of finding a purpose. Once you find that thing you can be good at, people engage in a way that’s unselfish, and you want to get to a place where you love to come to work every day because it’s mutually nourishing.
-Father Greg
https://t.co/Ep6FKX1rUR