Fall 2018
Look Beneath The Surface Will Williams
Changing Industry Classifications Brian Christensen, CFA
2018 Client Survey Results
DVI & MCB Partnership
Summer 2018
Made in America Will Williams
Buyer Beware Brian Christensen, CFA
DVI Corporate Ping Pong Challenge
Spring 2018
The Pendulum Swings... Will Williams
Stock Performance in Times of Rising Interest Rates Brian Christensen, CFA
From Which Account Should I Pay My
Fall 2017
Our Commitment to Risk Management Will Williams
Value vs. Growth...Revisited Brian Christensen, CFA
Independently United (Part II) Will Williams
Summer 2017
Standing at the 50 Yard Line  Will Williams
Index Fund Investing: Concentrated Risk Few Recognize  Brian Christensen, CFA
Independently
Spring 2017
Everyone is Entitled to His Own Opinion, But Not His Own Facts Will Williams
Investing at Market Highs Brian Christensen, CFA
Can I Get Rid of This
Winter 2017
Expect the Unexpected by Will Williams
You Can't Spend Percentages by Brian Christensen, CFA
Donor Advised Funds vs. Private Foundations by
Fall 2016
Never Rest on Your Laurels by Will Williams
The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA
Presidential Election Market
Summer 2016
An Exit from Brexit? by Will Williams
2016 “Mid-Year” Checklist by Maggie Bilby
Why Invest Now? by Brian Christensen, CFA
Spring 2016
A Potential Game Changer by Will Williams
Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP®, ChFC
The Psychology of
Winter 2016
The “FANG” Trade by Will Williams
An Energy Sector Up in Flames by Brian Christensen, CFA