Insights, Tips & Commentary

Mar 15, 2016

Capital Markets Commentary — Q1 2016

Capital Markets Commentary

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Mar 15, 2016

Quarterly Perspective – Vol. 23, No. 2

Associate Spotlight

Estate Planning

Investment Industry

Newsletters

Spring 2016 A Potential Game Changer by Will Williams Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP ®, ChFC The Psychology of Retirement by Brian...

Jan 1, 2016

Quarterly Perspective – Vol. 23, No. 1

Newsletters

Winter 2016 The “FANG” Trade by Will Williams An Energy Sector Up in Flames by Brian Christensen, CFA Continue reading...

Dec 1, 2015

Capital Markets Commentary — Q4 2015

Capital Markets Commentary

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Dec 1, 2015

Year in Review – 2015

Year in Review

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Oct 1, 2015

Quarterly Perspective – Vol. 22, No. 4

Associate Spotlight

Economy

Financial Planning

Newsletters

Fall 2015 Connecting the Dots by Will Williams What's More Important—Outcome or Process? by Brian Christensen, CFA Make a Statement! by Stephanie Ricketts, CFP ® Continue reading...

Oct 1, 2015

DVI Names Steve Hinrichs, CFA as New Director of Investment Research

Press Releases

October 30, 2015 Continue reading...

Sep 1, 2015

Capital Markets Commentary — Q3 2015

Capital Markets Commentary

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Aug 1, 2015

DVI Names Maggie Bilby (nee Rogers) as New Relationship Manager

Press Releases

Winter Park

September 1, 2015 Continue reading...

Aug 1, 2015

Quarterly Perspective – Vol. 22, No. 3

Diversification

Investment Style

Newsletters

Summer 2015 Battling Headwinds by Will Williams Value vs. Growth by Brian Christensen Wide Diversification: Does It Fit in Your Strategy? by Dalton Mellon Continue reading...

Jun 1, 2015

Capital Markets Commentary — Q2 2015

Capital Markets Commentary

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Jun 1, 2015

Quarterly Perspective – Vol. 22, No. 2

Newsletters

Robo-Advisor

Spring 2015 With the Benefit of Hindsight by Will Williams Man vs. Machine by Brian Christensen, CFA An Overview of Health Savings Accounts by Stephanie Ricketts, CFP ® Continue...