Spring 2022 New Territory – Will Williams Half-Full – Brian Christensen, CFA Continue Reading...
Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, for example, that your will provides for all of your property to be...
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by a community foundation or commercial investment company —...
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely...
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Winter 2022 Expect the Unexpected – Will Williams Rising Interest Rates–Bullish or Bearish for Stocks? – Brian Christensen, CFA CNBC Ranks DVI #21 Continue Reading...
David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21 st out of the top 100 Registered Investment Advisory (RIA) firms in the United States...
October 18, 2021 Continue Reading...
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Fall 2021 The Energy Sector – Will Williams Alternative Thinking – Brian Christensen, CFA Build Back Better Act – Jeff Huizenga , CFP ® , ChFC, MSFS ® Continue...
There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past. That may be true for some, but...
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