Insights, Tips & Commentary

Oct 17, 2022

Capital Markets Commentary - Q3 2022

Capital Markets Commentary

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Jul 22, 2022

Michael Armistead Joins David Vaughan Investments as Florida Office Relationship Manager

Press Releases

David Vaughan Investments, LLC (DVI) is pleased to announce that Michael Armistead has recently joined the organization as a Relationship Manager in our Winter Park, FL office.

Jul 13, 2022

Quarterly Perspective - Vol. 30 No. 3

Newsletters

Summer 2022 Inflation - A Sticky Situation — Will Williams A First Half to Forget — Brian Christensen, CFA DVI Announces Promotions "Unapologetically Value" — Will Williams...

Jul 13, 2022

Capital Markets Commentary - Q2 2022

Capital Markets Commentary

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Jul 12, 2022

Jeff Huizenga Named Director of Wealth Strategies

Press Releases

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May 27, 2022

Proposed Regulations for Inherited IRAs Bring Unwelcome Surprises

Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has...

Apr 25, 2022

David Vaughan Investments Announces Stephanie Ricketts as a New Officer

Associate Spotlight

Press Releases

April 20, 2022 Continue Reading...

Apr 14, 2022

Capital Markets Commentary — Q1 2022

Capital Markets Commentary

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Apr 14, 2022

Quarterly Perspective - Vol. 30 No. 2

Newsletters

Spring 2022 New Territory – Will Williams Half-Full – Brian Christensen, CFA Continue Reading...

Mar 23, 2022

A Beneficiary Designation or Joint Title Can Override Your Will

DVI Ink

Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, for example, that your will provides for all of your property to be...

Feb 25, 2022

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

DVI Ink

If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and managed by a community foundation or commercial investment company —...

Jan 28, 2022

Prepare for the New Year by Reviewing Your Estate Plan

DVI Ink

Estate Planning

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...