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Prepare for the New Year by Reviewing Your Estate Plan

Submitted by David Vaughan Investments, LLC on January 28th, 2022

Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely in the clear.

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  • DVI Ink
  • Estate Planning
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Capital Markets Commentary — Q4 2021

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

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 30 No. 1

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

Winter 2022

Expect the Unexpected   Will Williams
Rising Interest Rates–Bullish or Bearish for Stocks?   Brian Christensen, CFA
CNBC Ranks DVI #21

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CNBC Ranks David Vaughan Investments No. 21 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 15th, 2021

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 21st out of the top 100 Registered Investment Advisory (RIA) firms in the United States.

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CNBC Ranks David Vaughan Investments No. 21 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on October 19th, 2021

October 18, 2021

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Capital Markets Commentary — Q3 2021

Submitted by David Vaughan Investments, LLC on October 12th, 2021

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 29 No. 4

Submitted by David Vaughan Investments, LLC on October 12th, 2021

Fall 2021

The Energy Sector   Will Williams
Alternative Thinking   Brian Christensen, CFA
Build Back Better Act   Jeff Huizenga , CFP®, ChFC, MSFS®

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5 Tax Planning Tips for Retirees

Submitted by David Vaughan Investments, LLC on September 20th, 2021

There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past.

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  • DVI Ink
  • Taxes
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Capital Markets Commentary — Q2 2021

Submitted by David Vaughan Investments, LLC on July 13th, 2021

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 29 No. 3

Submitted by David Vaughan Investments, LLC on July 13th, 2021

Summer 2021

Tran•si•to•ry   Will Williams
Tempering Expectations   Brian Christensen, CFA

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Media

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Winter Park, FL 32789-3150
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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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