After Tax Day: Take These Two Action Steps
Submitted by David Vaughan Investments, LLC on June 29th, 2022
The April tax filing deadline has passed, but that doesn’t mean you should push your taxes out of your mind until next year.
Media
April 20, 2022 Winter 2022 Expect the Unexpected Will Williams
Proposed Regulations for Inherited IRAs Bring Unwelcome Surprises
Submitted by David Vaughan Investments, LLC on May 27th, 2022
Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law.David Vaughan Investments Announces Stephanie Ricketts as a New Officer
Submitted by David Vaughan Investments, LLC on April 25th, 2022
Capital Markets Commentary — Q1 2022
Submitted by David Vaughan Investments, LLC on April 14th, 2022
Quarterly Perspective - Vol. 30 No. 2
Submitted by David Vaughan Investments, LLC on April 14th, 2022
A Beneficiary Designation or Joint Title Can Override Your Will
Submitted by David Vaughan Investments, LLC on March 23rd, 2022
Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan.The Donor-Advised Fund: A Powerful Vehicle for Charitable Giving
Submitted by David Vaughan Investments, LLC on February 25th, 2022
If charitable giving is important to you, consider a donor-advised fund (DAF).Prepare for the New Year by Reviewing Your Estate Plan
Submitted by David Vaughan Investments, LLC on January 28th, 2022
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 in the clear.Capital Markets Commentary — Q4 2021
Submitted by David Vaughan Investments, LLC on January 14th, 2022
Quarterly Perspective - Vol. 30 No. 1
Submitted by David Vaughan Investments, LLC on January 14th, 2022
Rising Interest Rates–Bullish or Bearish for Stocks? Brian Christensen, CFA
CNBC Ranks DVI #21
