To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. Quarterly Perspective THE DREADED ‘R WORD’ Will Williams Chairman...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. Quarterly Perspective THE TAMING OF INFLATION Will Williams Chairman...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. InnerView Our Associates are the heart of DVI: Please welcome our...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. Quarterly Perspective IN SEARCH OF LIQUIDITY Will Williams Chairman...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. InnerView All Part of the Plan The role of a Relationship Manager...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. Quarterly Perspective PARDON US FOR THE WEIGHT Will Williams...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. InnerView Net Gains: DVI's 2023 Corporate Pickleball Challenge Aces...
To read a version of this newsletter that includes all relevant images, charts, and graphs, please click below. Quarterly Perspective Taking A Step Back by Will Williams Chairman...
Stock indices moved lower in the third quarter, hurt by rising interest rates and energy prices. In July, The Federal Reserve raised short term rates, and in September, they left rates steady while also indicating rates would likely remain higher for a longer period due to elevated inflation data. The August Consumer Price Index showed inflation running at a 3.7% annual rate, down from levels seen last year but higher than the prior two months due mainly to higher oil prices.
Fall 2023 | Vol. 31 | No. 4 Taking a Step Back by Will Williams In Dividends We Trust by Brian Christensen, CFA Inherited IRA Beneficiaries: Updates to Distribution Rules by...
Net Gains: DVI's 2023 Corporate Pickleball Challenge Aces Giving Back On Saturday, August 26th, twenty-three teams from local corporations, non-profits, and foundations gathered on...
Equities moved higher in the second quarter as economic data and corporate earnings both came in better than expected. The month of May marked the 14th consecutive month that nonfarm payrolls beat expectations and the unemployment rate remained below 4%.