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...

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...

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...

Cyber Security Tips

by Michelle Trouvé on

Cybercrime and fraud are serious threats and constant vigilance is key. While Danda Trouvé Investment Management plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics...

April 2017 Thoughts and Insights

by Ashley Preston on

The first quarter of 2017 will be remembered in the financial world for the inauguration of President Trump, the UK’s signing of Article 50 officially starting the Brexit process, and the Federal Reserve raising its overnight lending rate for the third time since the Great Recession. And, how can we...

January 2017 Thoughts and Insights

by Ashley Preston on

We would like to start 2017 with wishes of health, peace and prosperity to you and your families!

What a year! As 2016 began, the financial markets were dominated by fears of recession and deflation, and investors were uneasy with the Fed’s December 2015 rate hike. In fact, by February 2016 the...