DVI Quarterly Perspective Newsletters

 

Winter 2024 | Vol. 32 | No. 1

  • The Markets Giveth and Taketh Away  by Will Williams
  • 2024 Outlook  by Brian Christensen, CFA®
  • 2024 Financial Planning: Annual Limits Overview
  • DVI 2023 Promotions: An Announcement from Will Williams
  • DVI InnerView: Introducing DVI’s Chief Operating Officer, Alfredo Risi, and end-of-year Associate recognitions

Quarterly Perspective    InnerView

 

Fall 2023 | Vol. 31 | No. 4

  • Taking a Step Back  by Will Williams
  • In Dividends We Trust  by Brian Christensen, CFA®
  • Inherited IRA Beneficiaries: Updates to Distribution Rules  by Jeff Huizenga, CFP®, ChFC®
  • DVI Ancillary Service Reminder: Securities Litigation Claims
  • DVI InnerView: 5th Annual DVI Corporate Challenge

Quarterly Perspective    InnerView

 

Summer 2023 | Vol. 31 | No. 3

  • Pardon Us for the Weight  by Will Williams
  • Utilities  by Brian Christensen, CFA®
  • DVI InnerView: Succession Planning

Quarterly Perspective    InnerView

 

Spring 2023 | Vol. 31 | No. 2

  • In Search of Liquidity  by Will Williams
  • The Great Divide  by Brian Christensen, CFA®
  • DVI InnerView: Welcome New Associates!

Quarterly Perspective    InnerView

 

Winter 2023 | Vol. 31 | No. 1

  • The Taming of Inflation by Will Williams
  • It’s Not Our Money by Brian Christensen, CFA®
  • Investing as a Journey by Will Williams

Quarterly Perspective   

 

Fall 2022 | Vol. 30 | No. 4

  • The Dreaded ‘R’ Word by Will Williams
  • Hurry up to Slow Down by Brian Christensen, CFA®

Quarterly Perspective   

 

Summer 2022 | Vol. 30 | No. 3

  • Inflation—a Sticky Situation by Will Williams
  • A First Half to Forget by Brian Christensen, CFA®
  • DVI Announces Promotions: Stephanie Ricketts, Jeff Huizenga

Quarterly Perspective   

 

Spring 2022 | Vol. 30 | No. 2

  • New Territory by Will Williams
  • Half Full by Brian Christensen, CFA®

Quarterly Perspective   

 

Winter 2022 | Vol. 30 | No. 1

  • Expect the Unexpected by Will Williams
  • Rising Interest Rates—Bullish or Bearish for Stocks? by Brian Christensen, CFA®
  • CNBC Ranks DVI #21!

Quarterly Perspective   

 

Fall 2021 | Vol. 29 | No. 4

  • The Energy Sector—under the Radar Screen by Will Williams
  • Alternative Thinking by Brian Christensen, CFA®
  • Build Back Better Act: Proposed Legislative Impact by Jeff Huizenga, CFP®, ChFC®

Quarterly Perspective   

 

Summer 2021 | Vol. 29 | No. 3

  • Tran-Si-To-Ry by Will Williams
  • Tempering Expectations by Brian Christensen, CFA®

Quarterly Perspective   

 

Spring 2021 | Vol. 29 | No. 2

  • The Ingredients for an Uptick in Inflation by Will Williams
  • The Tide Is Turning…but for How Long? by Brian Christensen, CFA®

Quarterly Perspective   

 

Winter 2021 | Vol. 29 | No. 1

  • A Trip down Memory Lane by Will Williams
  • Predictions for 2021 by Brian Christensen, CFA®
  • CNBC Ranks DVI #33

Quarterly Perspective   

 

Fall 2020 | Vol. 28 | No. 4

  • Operating without an All Clear Notification by Will Williams
  • Elections and Markets by Brian Christensen, CFA®
  • How do the Republican & Democratic Tax Plans Differ? by Thomson Reuters

Quarterly Perspective   

 

Summer 2020 | Vol. 28 | No. 3

  • The Report of the Death of Dividends has been Greatly Exaggerated by Will Williams
  • ZIRPby Brian Christensen, CFA®
  • IRA provides RMD Relief
  • Our Plan for a New Normal Begins with a Return to the Office by Beth Salmon, CPA

Quarterly Perspective   

 

Spring 2020 | Vol. 27 | No. 2

  • The Coronavirus Crisis by Will Williams
  • What Ails Oil? by Brian Christensen, CFA®
  • The CARES Act

Quarterly Perspective   

 

Winter 2020 | Vol. 27 | No. 1

  • Reflections by Will Williams
  • A Year to Remember—What’s Next? by Brian Christensen, CFA®
  • The Secure Act: New Retirement Changes by Maggie Bilby, CFP®
  • The Hank Lebioda Challenge Swings for the Green

Quarterly Perspective   

 

Fall 2019 | Vol. 26 | No. 4

  • Are Negative Interest Rates Positive? by Will Williams
  • Impeachments and Elections and Stock Markets, Oh My! by Brian Christensen, CFA®
  • Welcome Mitch Zippay
  • Hank Lebioda Golf Challenge

Quarterly Perspective   

 

Summer 2019 | Vol. 26 | No. 3

  • Optimistic Yet Realistic by Will Williams
  • The Tit-for-Tat Negotiations of U.S. Trade and Tariffs by Brian Christensen, CFA®
  • DVI Goes over the Edge

Quarterly Perspective   

 

Spring 2019 | Vol. 26 | No. 2

  • A Goldilocks Economy by Will Williams
  • Recession Rumblings by Brian Christensen, CFA®
  • Beware of Phishing by Jeremy Hanshaw

Quarterly Perspective   

 

Winter 2019 | Vol. 26 | No. 1

  • The Best Offense is a Good Defense by Will Williams
  • A December to Remember by Brian Christensen, CFA®
  • Welcome Jeremy Hanshaw
  • Welcome Amy Apa

Quarterly Perspective   

 

Fall 2018 | Vol. 25 | No. 4

  • Look Beneath the Surface by Will Williams
  • Changing Industry Classifications by Brian Christensen, CFA®
  • 2018 Client Survey Results
  • DVI & MCB Partnership Update by Will Williams

Quarterly Perspective   

 

Summer 2018 | Vol. 25 | No. 3

  • Made in America by Will Williams
  • Buyer Beware: The Fiduciary Rule Is Dead by Brian Christensen, CFA®
  • Corporate Ping Pong Challenge
  • DVI Names Two New Officers: Steve Hinrichs, Jeff Huizenga
  • DVI Welcomes Leah Watkins

Quarterly Perspective   

 

Spring 2018 | Vol. 25 | No. 2

  • The Pendulum Swings by Will Williams
  • Stock Performance in Times of Rising Interest Rates by Brian Christensen, CFA®
  • DVI Welcomes Mike Flaherty, Candace Forrest
  • From Which Account Should I Pay My IRA Fees?

Quarterly Perspective   

 

Winter 2018 | Vol. 25 | No. 1

  • 2017: A Retrospective by Will Williams
  • The Benefits of Corporate Tax Reform by Brian Christensen, CFA®
  • Independently United by Will Williams
  • DVI Marks Milestones at the October Blood Drive

Quarterly Perspective   

 

Fall 2017 | Vol. 24 | No. 4

  • Our Commitment to Risk Management by Will Williams
  • Value vs. Growth…Revisited by Brian Christensen, CFA®
  • Equifax Security Breach
  • DVI Welcomes Glenn Maxey
  • Independently United by Will Williams

Quarterly Perspective   

 

Summer 2017 | Vol. 24 | No. 3

  • Standing at the 50-Yard Line by Will Williams
  • Index Fund investing: Concentrated Risk Few Recognize by Brian Christensen, CFA®
  • Independently United by Will Williams
  • DVI Welcomes Beth Salmon, Maryann Sprout
  • DVI Hike for Hunger

Quarterly Perspective   

 

Spring 2017 | Vol. 24 | No. 2

  • Everyone Is Entitled to His Own Opinion, but not His Own Facts by Will Williams
  • Investing at Market Highs by Brian Christensen, CFA®
  • 2017 Marks DVI’s 40th Anniversary
  • Can I Get Rid of This? by Maggie Bilby, CFP®

Quarterly Perspective   

 

Winter 2017 | Vol. 24 | No. 1

  • Expect the Unexpected by Will Williams
  • You Can’t Spend Percentages by Brian Christensen, CFA®
  • Donor Advised Funds vs. Private Foundations Stephanie Ricketts, CFP®
  • DVI Welcomes Pierce Timko

Quarterly Perspective   

 

Fall 2016 | Vol. 23 | No. 4

  • Never Rest on Your Laurels by Will Williams
  • They Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA®
  • DVI Welcomes Tenshar Farmer
  • Presidential Election Market Results
  • 2016 Hike for Hunger

Quarterly Perspective   

 

Summer 2016 | Vol. 23 | No. 3

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

Quarterly Perspective   

 

Spring 2016 | Vol. 23 | No. 2

  • A Potential Game Changer by Will Williams
  • Estate Planning Considerations for Married Couples Jeff Huizenga, CFP®, ChFC®
  • DVI Adds New Director to Governing Board: Michael L. Dewalt
  • The Psychology of Retirement by Brian Christensen, CFA®
  • DVI Announces Retirement: Connie Casali

Quarterly Perspective   

 

Winter 2016 | Vol. 23 | No. 1

  • A Challenging Investment Backdrop by Will Williams
  • An Energy Sector up in Flames by Brian Christensen, CFA®

Quarterly Perspective   

 

Fall 2015 | Vol. 22 | No. 4

  • Connecting the Dots by Will Williams
  • What’s More Important—Outcome or Process? by Brian Christensen, CFA®
  • Make a Statement! by Stephanie Ricketts, CFP®

Quarterly Perspective   

 

Summer 2015 | Vol. 22 | No. 3

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

Quarterly Perspective   

 

Spring 2015 | Vol. 22 | No. 2

  • 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®

Quarterly Perspective   

 

Winter 2015 | Vol. 22 | No. 1

  • The Road Less Traveled by Will Williams
  • Collapsing Crude by Brian Christensen, CFA®
  • Associate Spotlight: Jeff Huizenga
  • Mutual Fund Investors—Buyer Beware

Quarterly Perspective   

 

Fall 2014 | Vol. 21 | No. 4

  • 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®
  • Hike for Hunger 2014

Quarterly Perspective   

 

Summer 2014 | Vol. 21 | No. 3

  • All Quiet on the Western Front by Will Williams
  • Smart Beta: New Name, Old Strategy by Brian Christensen, CFA®
  • Associate Spotlight: Michael A. Price, Dalton Mellon

Quarterly Perspective   

 

Spring 2014 | Vol. 21 | No. 2

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

Quarterly Perspective   

 

Winter 2014 | Vol. 21 | No. 1

  • Great to Good—The Transition of a Bull Market by Will Williams
  • U.S. Energy Independence and What It Means for Investors by Brian Christensen, CFA®
  • Key Numbers for 2014 by Stephanie Ricketts, CFP®

Quarterly Perspective   

 

Text-Only Newsletter Archive

Winter 2024  Winter 2024 InnerView

Fall 2023  Fall InnerView | Summer 2023 Summer InnerView | Spring 2023  Spring InnerView | Winter 2023

Fall 2022 | Summer 2022 | Spring 2022 | Winter 2022

Fall 2021 | Summer 2021 | Spring 2021 | Winter 2021

Fall 2020 | Summer 2020 | Spring 2020 | Winter 2020

Fall 2019 | Summer 2019 | Spring 2019 | Winter 2019

Fall 2018 | Summer 2018 | Spring 2018 | Winter 2018

Fall 2017 | Summer 2017 | Spring 2017 | Winter 2017

Fall 2016 | Summer 2016 | Spring 2016 | Winter 2016

Fall 2015 | Summer 2015 | Spring 2015 | Winter 2015

Fall 2014 | Summer 2014 | Spring 2014 | Winter 2014