October 2019 Thoughts and Insights

by Ashley Preston on

The past 3 months have been very busy at DTIM!  First, we are excited to introduce Jennifer Workman to our team as our new Operations Specialist. Jennifer will be the first voice you hear when you call, will handle your funding requests and will support all our back-office needs. Jennifer comes with...

July 2019 Thoughts and Insights

by Ashley Preston on

This past June, the Fed surprised the markets by changing its outlook from a neutral stance on the economy to a more cautious and dovish stance. Otherwise stated, they are contemplating lowering interest rates again. The result of this outlook change caused the S&P 500 to re-visit all-time highs. ...

April 2019 Thoughts and Insights

by Ashley Preston on

The first quarter of 2019 will be remembered as one of the quickest recovery periods for stocks in recent times and will have erased most of the losses that occurred at the end of 2018. While we would never snub gains, we do continue to hold our cautious outlook on the market. There are both...

January 2019 Thoughts and Insights

by Ashley Preston on

We’d like to start this letter by wishing you and your families a healthy, joyful, and prosperous 2019!

Throughout 2018, our market outlook was focused on the late stage of the economic and business cycle and the 10-year bull market possibly coming to an end. Early in the year we took profits by...

October 2018 Thoughts and Insights

by Ashley Preston on

We’d like to start off the fourth quarter with an invitation to visit our newly refreshed offices and investor lounge. We have reconfigured our reception space to include a coffee/wine/beer station (depending on the time of day, of course), club chairs, Bloomberg TV, Wi-Fi, and a high top table for...

July 2018 Thoughts and Insights

by Ashley Preston on

We have exciting news to share to start off our summer letter!

DTIM has added a new position and team member to the firm. Kyle Stewart will be joining us as our dedicated Research Analyst. Kyle has undergraduate degrees in both Finance and Economics from the University of Iowa. In addition, he has...

April 2018 Thoughts and Insights

by Ashley Preston on

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”
-Jimmy Dean, American Country Singer and Businessman

In February the S&P 500 index experienced it’s fastest-ever 10% fall from an all-time high. Stock price volatility surged and the 10 year US...

January 2018 Thoughts and Insights

by Ashley Preston on

We would like to start 2018 with wishes of health, peace and prosperity to you and your families.

From an investment perspective, 2017 was a great year. The U.S. economy continued to improve and unemployment dropped to 4.1% which is nearly a 20-year low. Inflation remained low which allowed the...

October 2017 Thoughts and Insights

by Ashley Preston on

Last week’s news out of Las Vegas, combined with the devastation from the hurricanes, and now fires in California have weighed upon all of our hearts. Our thoughts and prayers are with everyone affected by these recent tragedies. In addition to these challenges is the massive data breach at Equifax,...

July 2017 Thoughts and Insights

by Ashley Preston on

Happy Summer to all!

Despite all the turmoil in the first half of the year, the markets have been very rewarding for our portfolios. Both our equity and fixed income positions have done well, and we don’t anticipate any huge changes from the status quo. So, as I thought about what topic I’d like to...