DVI is Your Go-to Resource

The financial world moves at a very fast pace, and we want to help you stay up to date on market changes, outlooks, trends and useful tips to assist you along your financial journey.

Financial Advisory Firm David Vaughan Investments

Quarterly Perspective - Vol. 31 No. 2

Newsletters
Our latest quarterly newsletter has just been released and is available for your reading pleasure and includes: A detailed analysis about the circumstances leading to Silicon Valley Bank’s recent events, and Perspective about the wide division in market analysts’ current opinions, including a data-backed discussion about the bulls’ and bears’ market outlooks.
Tax and estate planning David Vaughan Investments

Year-End Tax and Estate Planning

DVI Ink
As the end of 2022 nears, don’t overlook the many opportunities available to reduce, defer, or accelerate your tax obligations. Depending on your individual circumstances, one or more of the following strategies (based on current federal laws and policies) may prove extremely valuable.

Year in Review - 2021

Year in Review
Our goal is, and always has been, to build a lasting firm that provides the best possible service to our clients now and for future generations. In pursuit of achieving these goals...