DVI Quarterly Perspective Newsletters
Spring 2024 | Vol. 32 | No. 2
- Understanding The Artificial Intelligence Landscape as a Value Investor by Will Williams
- Election Years and the Stock Market by Brian Christensen, CFA®
- New in 2024: Rollovers from 529 Plans to Roth IRA Accounts by Jeff Huizenga, CFP®, ChFC®
- A Message Regarding One-Day Settlement Cycles (T+1), Beginning in May 2024
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
Fall 2022 | Vol. 30 | No. 4
- The Dreaded ‘R’ Word by Will Williams
- Hurry up to Slow Down by Brian Christensen, CFA®
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
Spring 2022 | Vol. 30 | No. 2
- New Territory by Will Williams
- Half Full by Brian Christensen, CFA®
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!
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®
Summer 2021 | Vol. 29 | No. 3
- Tran-Si-To-Ry by Will Williams
- Tempering Expectations by Brian Christensen, CFA®
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®
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
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
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
Spring 2020 | Vol. 27 | No. 2
- The Coronavirus Crisis by Will Williams
- What Ails Oil? by Brian Christensen, CFA®
- The CARES Act
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
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
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
Spring 2019 | Vol. 26 | No. 2
- A Goldilocks Economy by Will Williams
- Recession Rumblings by Brian Christensen, CFA®
- Beware of Phishing by Jeremy Hanshaw
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
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
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
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?
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
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
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
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®
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
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
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®
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
Winter 2016 | Vol. 23 | No. 1
- A Challenging Investment Backdrop by Will Williams
- An Energy Sector up in Flames by Brian Christensen, CFA®
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®
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
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®
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
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
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
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
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®
Text-Only Newsletter Archive
Spring 2024 | 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