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President Biden Details his Tax Proposals for Individuals

Submitted by David Vaughan Investments, LLC on May 4th, 2021

President Biden’s proposals for individual taxpayers were outlined in his April 28 address to Congress and in an 18-page fact sheet released by the White House.

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Capital Markets Commentary — Q1 2021

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

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  • Capital Markets Commentary

Quarterly Perspective - Vol. 29 No. 2

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

Spring 2021

The Ingredients for an Uptick in Inflation  Will Williams
The Tide is Turning...  Brian Christensen, CFA

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The American Rescue Plan Act Provides Sweeping Relief Measures for Eligible Families and Businesses

Submitted by David Vaughan Investments, LLC on March 18th, 2021

On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA).

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PPP Revisions Target Smallest Businesses

Submitted by David Vaughan Investments, LLC on February 25th, 2021

The Biden administration has announced several reforms to the popular Paycheck Protection Program (PPP) to bring greater relief to the smallest and most vulnerable businesses.

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Quarterly Perspective - Vol. 29 No. 1

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

Winter 2021

A Trip Down Memory Lane  Will Williams
Predictions for 2021  Brian Christensen, CFA
CNBC Ranks DVI #33 

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Capital Markets Commentary — Q4 2020

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

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Congress Passes COVID-19 Aid Package Containing Billions in Funding and Tax Breaks

Submitted by David Vaughan Investments, LLC on December 31st, 2020

After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S.

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CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 27th, 2020

November 20, 2020

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CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 19th, 2020

David Vaughan Investments, LLC (DVI) is pleased to announce that CNBC has ranked our firm 33rd out of the top 100 Registered Investment Advisory (RIA) firms.

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Media

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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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