We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.


DAC Insights

  • DAC Insights: Midterm Elections 2022… Politics of Investing

    History shows that the months leading up to midterm elections tend to experience higher volatility and lower returns compared to non-midterm election years. Our latest DAC Insights explores this and other market tendencies surrounding midterm election years…

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  • DAC Insights: Lithium… The New Gold Rush

    Lithium production increased globally by 21% in 2021 to approximately 100,000 tons. Our latest DAC Insights explores how supply and demand factors will influence the Lithium market in the coming years…

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Energy Outlook

  • Energy Investor Monthly – November 2022

    With the U.S. Strategic Petroleum Reserve (“SPR”) in the news these days, our November Energy Investor Monthly provides some insights and a little history about this complex of storage locations that stockpiles our country’s emergency oil reserves. We also review key metrics that we regularly track, including production, inventory and refinery rates. This publication is designed to help you with a general update on the current energy environment…

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  • Energy Investor Monthly – October 2022

    Our October Energy Investor Monthly provides a timely update on the global energy market. We also review key metrics that we regularly track, including production, inventory and refinery rates. This publication is designed to help you with a general update on the current energy environment…

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Informed Dividend Investors

  • Informed Dividend Investors – Q3 2022

    This quarter’s Informed Dividend Investors publication revisits how DAC’s 3-D process… “Double digit, Dividend Growth for a Decade or More” has and continues to deliver both long term capital appreciation AND portfolio income appreciation…

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  • Informed Dividend Investors – Q2 2022

    Check out our updated Informed Dividend Investors publication to find out how a higher dividend yield may not be an attractive investment factor and what dividends are telling us about the various sectors of the market…

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  • First Annual Lowcountry Wealth Forum

    An intimate event intended to focus conversation and learning around managing family assets and enhancing generational wealth.

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  • Private Wealth and Real Estate Summit

    Jim Haley will be leading an interactive roundtable discussion on Succession and Legacy Planning – Securing the Finances of the Family.

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Quarterly Market Commentary

  • Quarterly Commentary: September 2022

    BRAKING OR BREAKING, WHAT IS THE FED DOING TO THE U.S. ECONOMY? After a promising start that began with a relief rally, global markets continued their year-to-date declines during the 3rd quarter as record inflation, geopolitical tensions, lingering effects from the pandemic, and, most importantly, fears that an aggressive Federal Reserve would push the U.S. economy into recession weighed heavily on the broader markets.

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  • Quarterly Commentary: June 2022

    The S&P 500 realized its worst first half performance since 1970. The 2nd quarter of 2022 proved to be especially unkind to equity investors as not even one of the eleven S&P 500 sectors were able to post positive results. Investors faced record high inflation, increased interest rates from the Federal Reserve, fears of a recession and geopolitical uncertainty caused by Russia’s invasion of Ukraine.

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