Fall 2018
Look Beneath The Surface Will Williams
Changing Industry Classifications Brian Christensen, CFA
2018 Client Survey Results
DVI & MCB Partnership Update
Summer 2018
Made in America Will Williams
Buyer Beware Brian Christensen, CFA
DVI Corporate Ping Pong Challenge
Spring 2018
The Pendulum Swings... Will Williams
Stock Performance in Times of Rising Interest Rates Brian Christensen, CFA
From Which Account Should I Pay My IRA Fees?
Winter 2018
2017: A Retrospective Will Williams
The Benefits of Corporate Tax Reform Brian Christensen, CFA
Independently United (Part III) Will Williams
Fall 2017
Our Commitment to Risk Management Will Williams
Value vs. Growth...Revisited Brian Christensen, CFA
Independently United (Part II) Will Williams
Summer 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
Spring 2017
Everyone is Entitled to His Own Opinion, But Not His Own Facts Will Williams
Investing at Market Highs Brian Christensen, CFA
Can I Get Rid of This Maggie Bilby, CFP®
Winter 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®
Fall 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
Summer 2016
An Exit from Brexit? by Will Williams
2016 “Mid-Year” Checklist by Maggie Bilby
Why Invest Now? by Brian Christensen, CFA
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