March 2020 Update

by Michelle Trouvé on

Keep Calm and Remember We Have a Plan

As the headlines remain frightening, I would like to provide you with some calm, straightforward thoughts regarding our money.

We have done everything right. By this, I mean:

  • We are long-term investors.
  • We believe in embracing your true risk tolerance...

February 2020 Update

by Michelle Trouvé on

A client called today to share a message she saw that summed up how she felt: “Keep Calm and Wash Your Hands”.

This is the perfect slogan for me to express how we at DTIM are reacting to the current equity market declines. Although we have been prepared for a pullback since October of 2018, -12%...

January 2020 Thoughts and Insights

by Michelle Trouvé on

The year 2019 was exciting and unusual for the markets as all asset classes finished positive for the year. Stocks surged, despite slowing growth and lower profits, ending the year up 29%. Interest rates fell causing the bond market to rally (when interest rates go down, prices go up) and finish...

October 2019 Thoughts and Insights

by Michelle Trouvé 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 Michelle Trouvé 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 Michelle Trouvé 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 Michelle Trouvé 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 Michelle Trouvé 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 Michelle Trouvé 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...

April 2018 Thoughts and Insights

by Michelle Trouvé 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...