October 2015 Thoughts and Insights

by Michelle Trouvé on

Q3 was a very painful quarter for the markets with stocks posting their worst quarterly performance since 2011. The S&P 500 was down (-6.9%) and the Dow was down (-7.6%). Among the worries driving the decline are fears that China’s slowing growth will hurt the US and global economies, weakness in...

July 2015 Thoughts and Insights

by Michelle Trouvé on

Welcome to the summer of Volatility!

The first half of 2015 ended with a cascade of challenges for our portfolios including a worsening of Greece’s fiscal crisis, new concerns about Puerto Rico’s ability to repay its municipal bonds, and a surge in volatility for Chinese equities. These...

April 2015 Thoughts and Insights

by Michelle Trouvé on

The stock markets started 2015 off with lots of movement, but ended the quarter with no real gains. The Dow fell nearly 3.7% in January, surged 5.6% in February, and was down near 2% in March to end the quarter slightly down, while the S & P 500 was up less than one half percent. At DTIM we expected...

January 2015 Thoughts and Insights

by Michelle Trouvé on

We thought we would start the first letter of 2015 by sharing our mission statement with you, our trusted clients. This mission is on our minds at every moment we engage with you and your investments:

At Danda Trouvé Investment Management our mission is to serve our clients with financial...

October 2014 Thoughts and Insights

by Michelle Trouvé on

As we head into the fourth quarter, we would like to open our letter by reminding ourselves that September and October are notoriously the most volatile months for investing of the year. This volatility, however, is not an indicator that we are headed for a 2008 like crisis. It just means that the...

July 2014 Thoughts and Insights

by Michelle Trouvé on

The first half of 2014 was very good for our investments despite the many surprises including severe winter weather that disrupted the US economy and geopolitical tensions in Ukraine and the Middle East. While we don’t believe we are entering a stock market crisis period like in 2008, there are...

April 2014 Thoughts and Insights

by Michelle Trouvé on

Happy Spring (finally) to all! We would like to start this letter off with the excellent news that Jan has been declared “cancer free” by her team of doctors at KU. She is still weak and tired, but does plan to visit us back at the office as her strength resumes.

We are also pleased that our...

January 2014 Thoughts and Insights

by Michelle Trouvé on

In keeping with our tradition, we like to begin our first letter of the year by wishing you and your families a healthy and prosperous 2014! We would also like to share the exciting news of Jan’s successful radiation treatment for her brain tumor, and welcome our newest staff member, Erin Jeffrey...

Before beginning our regular quarterly market comments, we’d like to share some news about Jan Gates, our friend, receptionist, and bookkeeper. Early in September, we learned that Jan had two brain tumors. Last week she underwent surgery and the largest tumor was successfully removed. She is now at...

July 2013 Stay the Course

by Michelle Trouvé on

The volatility of the past 45 days in the market has not been seen or felt since the financial crisis of 2008. Our job is to try to understand what is moving the markets, and do our best to select investments that will help our clients fulfill their long term financial goals. We are also here to...