DVI is Your Go-to Resource

The financial world moves at a very fast pace, and we want to help you stay up to date on market changes, outlooks, trends and useful tips to assist you along your financial journey.

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InnerView - Summer 2023

InnerView
Newsletters
Beginning six years ago, DVI became much more intentional about creating career development plans for all Associates. As we proactively plan for several of our senior partners to step down in the coming years, we will continue to emphasize the importance of skills development, to actively mentor, and to intentionally delegate more responsibilities to our next generation Relationship Managers. A smooth and thoughtful transition for our long-standing client relationships is our top priority, and we remain unwaveringly dedicated to our clients’ needs.

Year in Review - 2022

Year in Review
Each year we compile the statistics, milestones, achievements, and outcomes of the prior year to assess where we currently stand compared to where we were in the past.
Capital markets David Vaughan Investments

Capital Markets Commentary - Q1 2023

Capital Markets Commentary
Equities mostly saw gains in the first quarter, helped by a rebounding growth stocks. The Federal Reserve decision to slow its pace of rate hikes to 25 basis points helped investor sentiment and speculation increased that the end of the Fed tightening cycle is near.
Financial Advisory Firm David Vaughan Investments

Quarterly Perspective - Vol. 31 No. 2

Newsletters
Our latest quarterly newsletter has just been released and is available for your reading pleasure and includes: A detailed analysis about the circumstances leading to Silicon Valley Bank’s recent events, and Perspective about the wide division in market analysts’ current opinions, including a data-backed discussion about the bulls’ and bears’ market outlooks.
Tax and estate planning David Vaughan Investments

Year-End Tax and Estate Planning

DVI Ink
As the end of 2022 nears, don’t overlook the many opportunities available to reduce, defer, or accelerate your tax obligations. Depending on your individual circumstances, one or more of the following strategies (based on current federal laws and policies) may prove extremely valuable.

Year in Review - 2021

Year in Review
Our goal is, and always has been, to build a lasting firm that provides the best possible service to our clients now and for future generations. In pursuit of achieving these goals...