Skip to main content

David Vaughan Investments, LLC

Client Log-in

David Vaughan Investments, LLC

  • Home
  • Who We Are 
    • Our Story
    • Our Team
    • Career Opportunities
  • What We Do 
    • Our Approach
    • Our Process
    • Our Strategies
  • Who We Serve 
    • Our Clients
    • Prospective Clients: Individuals
    • Prospective Clients: Institutions
    • DVI in the Community
  • Media 
    • DVI Ink
    • Newsletters
    • Capital Markets Commentary
    • Year in Review
    • Publications
    • Press Releases
  • Contact
  • Client Resources

  

    You are here

  1. Home
  2. Blog

Blog

PPP Revisions Target Smallest Businesses

Submitted by David Vaughan Investments, LLC on February 25th, 2021

The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses.

Tags:
  • DVI Ink
  • Read more

Quarterly Perspective - Vol. 29 No. 1

Submitted by David Vaughan Investments, LLC on January 15th, 2021

Winter 2021

A Trip Down Memory Lane  Will Williams
Predictions for 2021  Brian Christensen, CFA
CNBC Ranks DVI #33 

Continue Reading...

Tags:
  • Newsletters

Capital Markets Commentary — Q4 2020

Submitted by David Vaughan Investments, LLC on January 15th, 2021

Continue Reading...

Tags:
  • Capital Markets Commentary

Congress Passes COVID-19 Aid Package Containing Billions in Funding and Tax Breaks

Submitted by David Vaughan Investments, LLC on December 31st, 2020

After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S.

Tags:
  • DVI Ink
  • Read more

CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 27th, 2020

November 20, 2020

Continue Reading...

Tags:
  • Press Releases

CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 19th, 2020

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms.

Tags:
  • DVI Ink
  • Read more

Capital Markets Commentary — Q3 2020

Submitted by David Vaughan Investments, LLC on October 14th, 2020

Continue Reading...

Tags:
  • Capital Markets Commentary

Quarterly Perspective - Vol. 27 No. 4

Submitted by David Vaughan Investments, LLC on October 14th, 2020

Fall 2020

Operating Without an “All Clear” Notification  Will Williams
Elections & Markets  Brian Christensen, CFA
How do the Republican & Democratic Tax Plans Differ?

Tags:
  • Newsletters
  • Read more

The IRS Issues Guidance on the Executive Action Deferring Payroll Taxes

Submitted by David Vaughan Investments, LLC on September 15th, 2020

On August 28, the IRS issued guidance that provides some explanation of how employers can defer withholding and remitting an employee’s share of Social Security tax when wages are below a certain amount.

Tags:
  • DVI Ink
  • Read more

David Vaughan Investments Announces James Sinclair’s Retirement & Several Associate Advancements

Submitted by David Vaughan Investments, LLC on August 19th, 2020

August 20, 2020

Continue Reading...

Tags:
  • Press Releases
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Archived Blog

  • February 2021 (1)
  • January 2021 (2)
  • December 2020 (1)
  • November 2020 (2)
  • October 2020 (2)
  • September 2020 (1)
  • August 2020 (2)
  • July 2020 (2)
  • June 2020 (1)
  • May 2020 (1)
  • April 2020 (3)
  • March 2020 (1)
  •  
  • 1 of 7
  • ››

Categories

  • Associate Spotlight (8)
  • Board of Directors (1)
  • Broker (1)
  • Capital Markets Commentary (31)
  • Capital Preservation (1)
  • Client Survey (1)
  • Cybersecurity (1)
  • Diversification (3)
  • DVI Ink (9)
  • Economy (8)
  • Election (3)
  • Equity Investing (1)
  • Estate Planning (2)
  • Estates (2)
  • Fiduciary (2)
  • Financial Planning (1)
  • Foundation (1)
  • Global Economy (1)
  • Global Industry Classification Standard (GICS) (1)
  • Impeachment (1)
  • Interest Rates (4)
  • International (2)
  • Investment Industry (1)
  • Investment Style (3)
  • Legacy (1)
  • Long-term Investment (1)
  • Market Volatility (1)
  • New Associate (3)
  • Newsletters (32)
  • Press Releases (12)
  • Publications (9)
  • Retirement (3)
  • RIA (1)
  • Risk Management (4)
  • Robo-Advisor (1)
  • Sector Weightings (1)
  • Selling a Business (1)
  • Tariffs (1)
  • Trade (2)
  • Utilities (1)
  • Winter Park (3)
  • Year in Review (8)

Interested in our newsletter?

We take pride in updating our clients with our market and industry perspectives as well as offering ideas and solutions for their investment management and financial planning needs.

Subscribe today!

Peoria Office
5823 N. Forest Park Drive
Peoria, IL 61614-3500
P: 309-685-0033
F: 309-685-3665
E: dvi@dviinc.com
Map

Florida Office
399 Carolina Avenue, Suite 110
Winter Park, FL 32789-3150
P: 407-622-5133
F: 407-622-5135
E: dvi@dviinc.com
Map

Email Us

  • Sitemap
  • Form ADV Part 2A and Part 2B
  • Form CRS (Client Relationship Summary)
  • Legal, privacy, copyright and trademark information

David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI web site is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

© 2021 David Vaughan Investments, LLC. All rights reserved.

Website Design For Financial Services Professionals