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Newsletters

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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Quarterly Perspective - Vol. 24 No. 2

Submitted by David Vaughan Investments, LLC on April 26th, 2017

Spring 2017

Everyone is Entitled to His Own Opinion, But Not His Own Facts Will Williams
Investing at Market Highs Brian Christensen, CFA
Can I Get Rid of This Maggie Bilby, CFP®

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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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  • 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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  • Election
  • Interest Rates
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  • Risk Management
  • Utilities

Quarterly Perspective – Vol. 23, No. 3

Submitted by David Vaughan Investments, LLC on July 15th, 2016

Summer 2016

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

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  • International
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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. 23, No. 1

Submitted by David Vaughan Investments, LLC on January 1st, 2016

Winter 2016

The “FANG” Trade by Will Williams
An Energy Sector Up in Flames by Brian Christensen, CFA

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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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Quarterly Perspective – Vol. 22, No. 3

Submitted by David Vaughan Investments, LLC on August 1st, 2015

Summer 2015

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

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  • Diversification
  • Investment Style
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Quarterly Perspective – Vol. 22, No. 2

Submitted by David Vaughan Investments, LLC on June 1st, 2015

Spring 2015

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®

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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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