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Quarterly Perspective - Vol. 30 No. 3

Submitted by David Vaughan Investments, LLC on July 14th, 2022

Summer 2022

Inflation - A Sticky Situation  Will Williams
A First Half to Forget  Brian Christensen, CFA
Unapologetically Value  Will Williams
DVI Announces Promotions

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Capital Markets Commentary — Q2 2022

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

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  • Capital Markets Commentary

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
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After Tax Day: Take These Two Action Steps

Submitted by David Vaughan Investments, LLC on June 29th, 2022

The April tax filing deadline has passed, but that doesn’t mean you should push your taxes out of your mind until next year.

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Proposed Regulations for Inherited IRAs Bring Unwelcome Surprises

Submitted by David Vaughan Investments, LLC on May 27th, 2022

Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law.

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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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Capital Markets Commentary — Q1 2022

Submitted by David Vaughan Investments, LLC on April 14th, 2022

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 30 No. 2

Submitted by David Vaughan Investments, LLC on April 14th, 2022

Spring 2022

New Territory   Will Williams
Half-Full   Brian Christensen, CFA

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A Beneficiary Designation or Joint Title Can Override Your Will

Submitted by David Vaughan Investments, LLC on March 23rd, 2022

Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan.

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The Donor-Advised Fund: A Powerful Vehicle for Charitable Giving

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

If charitable giving is important to you, consider a donor-advised fund (DAF).

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Media

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Peoria Office
5823 N. Forest Park Drive
Peoria, IL 61614-3500
P: 309-685-0033
F: 309-685-3665
E: dvi@dviinc.com
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399 Carolina Avenue, Suite 110
Winter Park, FL 32789-3150
P: 407-622-5133
F: 407-622-5135
E: dvi@dviinc.com
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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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