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Quarterly Perspective – Vol. 19, No. 4

Submitted by David Vaughan Investments, LLC on October 1st, 2012

Fall 2012

We Simply Do Not Know Yet by Will Williams
Should I Buy Long Term Care Insurance? by Stephanie Ricketts, CFP®
The 4% Rule by Brian Christensen, CFA

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Capital Markets Commentary — Q3 2012

Submitted by David Vaughan Investments, LLC on October 1st, 2012

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Quarterly Perspective – Vol. 19, No. 3

Submitted by David Vaughan Investments, LLC on August 1st, 2012

Summer 2012

The Road Map for the Second Half by Will Williams
The Behavioral Investor by Brian Christensen, CFA
Establishing Florida Residency by Patrick Smarjesse, CEBS

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Capital Markets Commentary — Q2 2012

Submitted by David Vaughan Investments, LLC on July 1st, 2012

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Capital Markets Commentary — Q1 2012

Submitted by David Vaughan Investments, LLC on March 1st, 2012

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Quarterly Perspective – Vol. 19, No. 2

Submitted by David Vaughan Investments, LLC on March 1st, 2012

Spring 2012

Investor Sentiment Has Not Yet Turned the Corner by Will Williams
Does Quality Matter? by Brian Christensen, CFA
2012 Update to the Illinois Estate Tax by Karen M. Stumpe, Attorney at Law - Kavanah, Scully, Sudow, White & Frederick, P.C.

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Quarterly Perspective – Vol. 19, No. 1

Submitted by David Vaughan Investments, LLC on January 1st, 2012

Winter 2012

A Changing of the Guard by Will Williams
Is Diversification Dead? by Brian Christensen, CFA
2012 Tax Law Changes and Pension Plan Limitations

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Capital Markets Commentary — Q4 2011

Submitted by David Vaughan Investments, LLC on December 1st, 2011

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Year in Review – 2011

Submitted by David Vaughan Investments, LLC on December 1st, 2011

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  • Year in Review

Quarterly Perspective – Vol. 18, No. 4

Submitted by David Vaughan Investments, LLC on October 1st, 2011

Fall 2011

Risk-On / Risk-Off by Will Williams
From Open Outcry to HFT: Negative Implications for Securities Markets by Brian Christensen, CFA

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Media

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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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Winter Park, FL 32789-3150
P: 407-622-5133
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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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