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Associate Spotlight

David Vaughan Investments Announces Jeff Huizenga as Director of Wealth Strategies

Submitted by David Vaughan Investments, LLC on July 13th, 2022

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  • Associate Spotlight
  • Press Releases

David Vaughan Investments Announces Stephanie Ricketts as a New Officer

Submitted by David Vaughan Investments, LLC on April 25th, 2022

April 20, 2022

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  • Associate Spotlight
  • Press Releases

Quarterly Perspective - Vol. 26 No. 1

Submitted by David Vaughan Investments, LLC on January 14th, 2019

Winter 2019

The Best Offense is a Good Defense  Will Williams
A December to Remember  Brian Christensen, CFA
Associate Spotlight

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  • Associate Spotlight
  • Capital Preservation
  • Market Volatility
  • Newsletters

Quarterly Perspective - Vol. 25 No. 3

Submitted by David Vaughan Investments, LLC on July 19th, 2018

Summer 2018

Made in America  Will Williams
Buyer Beware  Brian Christensen, CFA
DVI Corporate Ping Pong Challenge

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  • Associate Spotlight
  • Fiduciary
  • Global Economy
  • New Associate
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  • Trade

Quarterly Perspective - Vol. 24 No. 4

Submitted by David Vaughan Investments, LLC on October 13th, 2017

Fall 2017

Our Commitment to Risk Management  Will Williams
Value vs. Growth...Revisited  Brian Christensen, CFA
Independently United (Part II)  Will Williams

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  • Investment Style
  • Newsletters
  • Risk Management
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Quarterly Perspective - Vol. 24 No. 3

Submitted by David Vaughan Investments, LLC on July 17th, 2017

Summer 2017

Standing at the 50 Yard Line  Will Williams
Index Fund Investing: Concentrated Risk Few Recognize  Brian Christensen, CFA
Independently United  Will Williams
DVI Hike for Hunger 

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  • Economy
  • Interest Rates
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Quarterly Perspective - Vol. 24 No. 1

Submitted by David Vaughan Investments, LLC on February 7th, 2017

Winter 2017

Expect the Unexpected by Will Williams
You Can't Spend Percentages by Brian Christensen, CFA
Donor Advised Funds vs. Private Foundations by Stephanie Ricketts, CFP®

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  • Associate Spotlight
  • Economy
  • Election
  • Foundation
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Quarterly Perspective – Vol. 23, No. 4

Submitted by David Vaughan Investments, LLC on October 18th, 2016

Fall 2016

Never Rest on Your Laurels by Will Williams
The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA
Presidential Election Market Results

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  • Associate Spotlight
  • Election
  • Interest Rates
  • Newsletters
  • Risk Management
  • Utilities

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

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  • Estate Planning
  • Investment Industry
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Quarterly Perspective – Vol. 22, No. 4

Submitted by David Vaughan Investments, LLC on October 1st, 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®

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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.

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