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. Newsletters

Newsletters

Quarterly Perspective – Vol. 23, No. 3

Submitted by David Vaughan Investments, LLC on July 15th, 2016

Summer 2016

An Exit from Brexit? by Will Williams
2016 “Mid-Year” Checklist by Maggie Bilby
Why Invest Now? by Brian Christensen, CFA

Continue reading...

Tags:
  • International
  • Investing
  • Newsletters

Quarterly Perspective – Vol. 23, No. 2

Submitted by David Vaughan Investments, LLC on March 15th, 2016

Spring 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

Tags:
  • Associate Spotlight
  • Estate Planning
  • Investment Industry
  • Newsletters
  • Retirement
  • Read more

Quarterly Perspective – Vol. 23, No. 1

Submitted by David Vaughan Investments, LLC on January 1st, 2016

Winter 2016

The “FANG” Trade by Will Williams
An Energy Sector Up in Flames by Brian Christensen, CFA

Continue reading...

Tags:
  • Energy-Sector
  • Investing
  • Newsletters
  • Taxes

Quarterly Perspective – Vol. 22, No. 4

Submitted by David Vaughan Investments, LLC on September 30th, 2015

Fall 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®

Continue reading...

Tags:
  • Associate Spotlight
  • Economy
  • Financial Planning
  • Newsletters
  • Read more

Quarterly Perspective – Vol. 22, No. 3

Submitted by David Vaughan Investments, LLC on July 31st, 2015

Summer 2015

Battling Headwinds by Will Williams
Value vs. Growth by Brian Christensen
Wide Diversification: Does It Fit in Your Strategy? by Dalton Mellon

Continue reading...

Tags:
  • Diversification
  • Investing
  • Investment Style
  • Newsletters

Quarterly Perspective – Vol. 22, No. 2

Submitted by David Vaughan Investments, LLC on May 31st, 2015

Spring 2015

With the Benefit of Hindsight by Will Williams
Man vs. Machine by Brian Christensen, CFA
An Overview of Health Savings Accounts by Stephanie Ricketts, CFP®

Continue reading...

Tags:
  • Investing
  • Newsletters
  • Robo-Advisor
  • Taxes

Quarterly Perspective – Vol. 22, No. 1

Submitted by David Vaughan Investments, LLC on January 1st, 2015

Winter 2015

The Road Less Traveled by Will Williams
Collapsing Crude by Brian Christensen, CFA

Continue reading...

Tags:
  • Newsletters

Quarterly Perspective – Vol. 21, No. 4

Submitted by David Vaughan Investments, LLC on August 31st, 2014

Fall 2014

The Next Leg Up by Will Williams
Financial Markets and a Strengthening U.S. Dollar by Brian Christensen, CFA
Corporate Inversions: A Brief Overview by Stephanie Ricketts, CFP®

Continue reading...

Tags:
  • Newsletters
  • Read more

Quarterly Perspective – Vol. 21, No. 3

Submitted by David Vaughan Investments, LLC on July 31st, 2014

Summer 2014

All Quiet on the Western Front by Will Williams
Smart Beta: New Name, Old Strategy by Brian Christensen, CFA

Continue reading...

Tags:
  • Newsletters

Quarterly Perspective – Vol. 21, No. 2

Submitted by David Vaughan Investments, LLC on May 31st, 2014

Spring 2014

Circle of Competence by Will Williams
The Multiple Faces of Risk by Brian Christensen, CFA
Planning with Execution by Ketra A. Mytich, Attorney at Law – Ketra A. Mytich, Ltd.

Continue reading...

Tags:
  • Newsletters
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • next ›
  • last »

Media

  • DVI Ink
  • Newsletters
  • Capital Markets Commentary
  • Year in Review
  • Publications
  • Press Releases

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
  • 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.

© 2019 David Vaughan Investments, LLC. All rights reserved.

Website Design For Financial Services Professionals