Winter 2017
Expect the Unexpected by Will Williams by Stephanie A. Ricketts, CFP ® November 17, 2016 Fall 2016 Never Rest on Your Laurels by Will Williams April 26, 2016 Summer 2016 An Exit from Brexit? by Will Williams Spring 2016 A Potential Game Changer by Will WilliamsQuarterly Perspective - Vol. 24 No. 1
Submitted by David Vaughan Investments, LLC on February 7th, 2017
You Can't Spend Percentages by Brian Christensen, CFA
Donor Advised Funds vs. Private Foundations by Stephanie Ricketts, CFP®Financial Resolutions for the New Year
Submitted by David Vaughan Investments, LLC on February 2nd, 2017
Relationship Manager
February 2, 2017
Capital Markets Commentary — Q4 2016
Submitted by David Vaughan Investments, LLC on January 23rd, 2017
DVI Names Pierce Timko as New Portfolio Manager
Submitted by David Vaughan Investments, LLC on November 17th, 2016
Quarterly Perspective – Vol. 23, No. 4
Submitted by David Vaughan Investments, LLC on October 18th, 2016
The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA
Presidential Election Market Results Capital Markets Commentary — Q3 2016
Submitted by David Vaughan Investments, LLC on October 11th, 2016
DVI Names Michael DeWalt to their Board of Directors
Submitted by David Vaughan Investments, LLC on August 3rd, 2016
Capital Markets Commentary — Q2 2016
Submitted by David Vaughan Investments, LLC on July 15th, 2016
Quarterly Perspective – Vol. 23, No. 3
Submitted by David Vaughan Investments, LLC on July 15th, 2016
2016 “Mid-Year” Checklist by Maggie Bilby
Why Invest Now? by Brian Christensen, CFAQuarterly Perspective – Vol. 23, No. 2
Submitted by David Vaughan Investments, LLC on March 15th, 2016
Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP®, ChFC
The Psychology of Retirement by Brian Christensen, CFA
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