Quarterly Perspective - Vol. 26 No. 1
Submitted by David Vaughan Investments, LLC on January 14th, 2019Winter 2019
The Best Offense is a Good Defense Will Williams
A December to Remember Brian Christensen, CFA
Associate Spotlight
Associate Spotlight
Quarterly Perspective - Vol. 25 No. 3
Submitted by David Vaughan Investments, LLC on July 19th, 2018Summer 2018
Made in America Will Williams
Buyer Beware Brian Christensen, CFA
DVI Corporate Ping Pong Challenge
Quarterly Perspective - Vol. 24 No. 4
Submitted by David Vaughan Investments, LLC on October 13th, 2017Fall 2017
Our Commitment to Risk Management Will Williams
Value vs. Growth...Revisited Brian Christensen, CFA
Independently United (Part II) Will Williams
Quarterly Perspective - Vol. 24 No. 3
Submitted by David Vaughan Investments, LLC on July 17th, 2017Summer 2017
Standing at the 50 Yard Line Will Williams
Index Fund Investing: Concentrated Risk Few Recognize Brian Christensen, CFA
Independently United Will Williams
DVI Hike for Hunger
Quarterly Perspective - Vol. 24 No. 1
Submitted by David Vaughan Investments, LLC on February 7th, 2017Winter 2017
Expect the Unexpected by Will Williams
You Can't Spend Percentages by Brian Christensen, CFA
Donor Advised Funds vs. Private Foundations by Stephanie Ricketts, CFP®
Quarterly Perspective – Vol. 23, No. 4
Submitted by David Vaughan Investments, LLC on October 18th, 2016Fall 2016
Never Rest on Your Laurels by Will Williams
The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA
Presidential Election Market Results
Quarterly Perspective – Vol. 23, No. 2
Submitted by David Vaughan Investments, LLC on March 15th, 2016Spring 2016
A Potential Game Changer by Will Williams
Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP®, ChFC
The Psychology of Retirement by Brian Christensen, CFA
Quarterly Perspective – Vol. 22, No. 4
Submitted by David Vaughan Investments, LLC on October 1st, 2015Fall 2015
Connecting the Dots by Will Williams
What's More Important—Outcome or Process? by Brian Christensen, CFA
Make a Statement! by Stephanie Ricketts, CFP®
The IRA Cheat Sheet for 2013
Submitted by David Vaughan Investments, LLC on May 28th, 2013We're just a month away from the mid-year point, believe it or not. As a half-time refresher of sorts, I wanted to share some information on all things IRA. The following infographic from Max Retire Rules covers the high-points on the four types of IRA - Roth, Traditional, Simple, and SEP
The nice thing about this piece is that in addition to covering the basics of how each IRA functions, there is also updated limit information for 2013. This can come in handy as you contemplate your contributions now or in the future for the 2013 tax year.
