Insights, Tips & Commentary

Fall 2024 | Vol. 32 | No. 4

Quarterly Perspective

• Non-Transitory? by Will Williams
• Half-Full, Not Half-Empty by Brian Christensen, CFA®
• The Changing Landscape for Money Market Funds by Steve Hinrichs, CFA®  
• CNBC’s Financial Advisor 100 Announcement

InnerView

• 21 Years…and Counting: Doubling up to Serve Peoria 
  DVI Charitable Foundation’s 6th Annual Corporate Challenge
• DVI Welcomes Shane Higgins and Devin Shaffer to Winter Park
   

Quarterly Perspective    InnerView

Summer 2024 | Vol. 32 | No. 3

• The Illusion of Diversification  by Will Williams
• Higher and Higher  by Brian Christensen, CFA^®
• Financial Planning: Your Roadmap to Peace of Mind  by Mike Flaherty, CFP^®

Quarterly Perspective    

Spring 2024 | Vol. 32 | No. 2

• Understanding The Artificial Intelligence Landscape as a Value Investor  by Will Williams
• Election Years and the Stock Market  by Brian Christensen, CFA^®
• New in 2024: Rollovers from 529 Plans to Roth IRA Accounts  by Jeff Huizenga, CFP^®, ChFC^®
• A Message Regarding One-Day Settlement Cycles (T+1), Beginning in May 2024

Quarterly Perspective 

Winter 2024 | Vol. 32 | No. 1

• The Markets Giveth and Taketh Away  by Will Williams
• 2024 Outlook  by Brian Christensen, CFA^®
• 2024 Financial Planning: Annual Limits Overview
• DVI 2023 Promotions: An Announcement from Will Williams
• DVI InnerView: Introducing DVI’s Chief Operating Officer, Alfredo Risi, and end-of-year Associate recognitions

Quarterly Perspective    InnerView

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 Jeff Huizenga, CFP^®, ChFC^®
• DVI Ancillary Service Reminder: Securities Litigation Claims
• DVI InnerView: 5th Annual DVI Corporate Challenge

Quarterly Perspective    InnerView

Summer 2023 | Vol. 31 | No. 3

• Pardon Us for the Weight  by Will Williams
• Utilities  by Brian Christensen, CFA^®
• DVI InnerView: Succession Planning

Quarterly Perspective    InnerView

Spring 2023 | Vol. 31 | No. 2

• In Search of Liquidity  by Will Williams
• The Great Divide  by Brian Christensen, CFA^®
• DVI InnerView: Welcome New Associates!

Quarterly Perspective    InnerView

Winter 2023 | Vol. 31 | No. 1

• The Taming of Inflation by Will Williams
• It’s Not Our Money by Brian Christensen, CFA^®
• Investing as a Journey by Will Williams

Quarterly Perspective   

Fall 2022 | Vol. 30 | No. 4

• The Dreaded ‘R’ Word by Will Williams
• Hurry up to Slow Down by Brian Christensen, CFA^®

Quarterly Perspective   

Summer 2022 | Vol. 30 | No. 3

• Inflation—a Sticky Situation by Will Williams
• A First Half to Forget by Brian Christensen, CFA^®
• DVI Announces Promotions: Stephanie Ricketts, Jeff Huizenga

Quarterly Perspective   

Spring 2022 | Vol. 30 | No. 2

• New Territory by Will Williams
• Half Full by Brian Christensen, CFA^®

Quarterly Perspective   

Winter 2022 | Vol. 30 | No. 1

• Expect the Unexpected by Will Williams
• Rising Interest Rates—Bullish or Bearish for Stocks? by Brian Christensen, CFA^®
• CNBC Ranks DVI #21!

Quarterly Perspective   

Fall 2021 | Vol. 29 | No. 4

• The Energy Sector—under the Radar Screen by Will Williams
• Alternative Thinking by Brian Christensen, CFA^®
• Build Back Better Act: Proposed Legislative Impact by Jeff Huizenga, CFP^®, ChFC^®

Quarterly Perspective   

Summer 2021 | Vol. 29 | No. 3

• Tran-Si-To-Ry by Will Williams
• Tempering Expectations by Brian Christensen, CFA^®

Quarterly Perspective   

Spring 2021 | Vol. 29 | No. 2

• The Ingredients for an Uptick in Inflation by Will Williams
• The Tide Is Turning…but for How Long? by Brian Christensen, CFA^®

Quarterly Perspective   

Winter 2021 | Vol. 29 | No. 1

• A Trip down Memory Lane by Will Williams
• Predictions for 2021 by Brian Christensen, CFA^®
• CNBC Ranks DVI #33

Quarterly Perspective   

Fall 2020 | Vol. 28 | No. 4

• Operating without an All Clear Notification by Will Williams
• Elections and Markets by Brian Christensen, CFA^®
• How do the Republican & Democratic Tax Plans Differ? by Thomson Reuters

Quarterly Perspective   

Summer 2020 | Vol. 28 | No. 3

• The Report of the Death of Dividends has been Greatly Exaggerated by Will Williams
• ZIRPby Brian Christensen, CFA^®
• IRA provides RMD Relief
• Our Plan for a New Normal Begins with a Return to the Office by Beth Salmon, CPA

Quarterly Perspective   

Spring 2020 | Vol. 27 | No. 2

• The Coronavirus Crisis by Will Williams
• What Ails Oil? by Brian Christensen, CFA^®
• The CARES Act

Quarterly Perspective   

Winter 2020 | Vol. 27 | No. 1

• Reflections by Will Williams
• A Year to Remember—What’s Next? by Brian Christensen, CFA^®
• The Secure Act: New Retirement Changes by Maggie Bilby, CFP^®
• The Hank Lebioda Challenge Swings for the Green

Quarterly Perspective   

Fall 2019 | Vol. 26 | No. 4

• Are Negative Interest Rates Positive? by Will Williams
• Impeachments and Elections and Stock Markets, Oh My! by Brian Christensen, CFA^®
• Welcome Mitch Zippay
• Hank Lebioda Golf Challenge

Quarterly Perspective   

Summer 2019 | Vol. 26 | No. 3

• Optimistic Yet Realistic by Will Williams
• The Tit-for-Tat Negotiations of U.S. Trade and Tariffs by Brian Christensen, CFA^®
• DVI Goes over the Edge

Quarterly Perspective   

Spring 2019 | Vol. 26 | No. 2

• A Goldilocks Economy by Will Williams
• Recession Rumblings by Brian Christensen, CFA^®
• Beware of Phishing by Jeremy Hanshaw

Quarterly Perspective   

Winter 2019 | Vol. 26 | No. 1

• The Best Offense is a Good Defense by Will Williams
• A December to Remember by Brian Christensen, CFA^®
• Welcome Jeremy Hanshaw
• Welcome Amy Apa

Quarterly Perspective   

Fall 2018 | Vol. 25 | No. 4

• Look Beneath the Surface by Will Williams
• Changing Industry Classifications by Brian Christensen, CFA^®
• 2018 Client Survey Results
• DVI & MCB Partnership Update by Will Williams

Quarterly Perspective   

Summer 2018 | Vol. 25 | No. 3

• Made in America by Will Williams
• Buyer Beware: The Fiduciary Rule Is Dead by Brian Christensen, CFA^®
• Corporate Ping Pong Challenge
• DVI Names Two New Officers: Steve Hinrichs, Jeff Huizenga
• DVI Welcomes Leah Watkins

Quarterly Perspective   

Spring 2018 | Vol. 25 | No. 2

• The Pendulum Swings by Will Williams
• Stock Performance in Times of Rising Interest Rates by Brian Christensen, CFA^®
• DVI Welcomes Mike Flaherty, Candace Forrest
• From Which Account Should I Pay My IRA Fees?

Quarterly Perspective   

Winter 2018 | Vol. 25 | No. 1

• 2017: A Retrospective by Will Williams
• The Benefits of Corporate Tax Reform by Brian Christensen, CFA^®
• Independently United by Will Williams
• DVI Marks Milestones at the October Blood Drive

Quarterly Perspective   

Fall 2017 | Vol. 24 | No. 4

• Our Commitment to Risk Management by Will Williams
• Value vs. Growth…Revisited by Brian Christensen, CFA^®
• Equifax Security Breach
• DVI Welcomes Glenn Maxey
• Independently United by Will Williams

Quarterly Perspective   

Summer 2017 | Vol. 24 | No. 3

• Standing at the 50-Yard Line by Will Williams
• Index Fund investing: Concentrated Risk Few Recognize by Brian Christensen, CFA^®
• Independently United by Will Williams
• DVI Welcomes Beth Salmon, Maryann Sprout
• DVI Hike for Hunger

Quarterly Perspective   

Spring 2017 | Vol. 24 | No. 2

• Everyone Is Entitled to His Own Opinion, but not His Own Facts by Will Williams
• Investing at Market Highs by Brian Christensen, CFA^®
• 2017 Marks DVI’s 40th Anniversary
• Can I Get Rid of This? by Maggie Bilby, CFP^®

Quarterly Perspective   

Winter 2017 | Vol. 24 | No. 1

• Expect the Unexpected by Will Williams
• You Can’t Spend Percentages by Brian Christensen, CFA^®
• Donor Advised Funds vs. Private Foundations Stephanie Ricketts, CFP^®
• DVI Welcomes Pierce Timko

Quarterly Perspective   

Fall 2016 | Vol. 23 | No. 4

• Never Rest on Your Laurels by Will Williams
• They Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA^®
• DVI Welcomes Tenshar Farmer
• Presidential Election Market Results
• 2016 Hike for Hunger

Quarterly Perspective   

Summer 2016 | Vol. 23 | No. 3

• An Exit from Brexit? by Will Williams
• 2016 “Mid-Year” Checklist by Brian Christensen, CFA^®
• Why Invest Now? by Brian Christensen, CFA^®

Quarterly Perspective   

Spring 2016 | Vol. 23 | No. 2

• A Potential Game Changer by Will Williams
• Estate Planning Considerations for Married Couples Jeff Huizenga, CFP^®, ChFC^®
• DVI Adds New Director to Governing Board: Michael L. Dewalt
• The Psychology of Retirement by Brian Christensen, CFA^®
• DVI Announces Retirement: Connie Casali

Quarterly Perspective   

Winter 2016 | Vol. 23 | No. 1

• A Challenging Investment Backdrop by Will Williams
• An Energy Sector up in Flames by Brian Christensen, CFA^®

Quarterly Perspective   

Fall 2015 | Vol. 22 | No. 4

• Connecting the Dots by Will Williams
• What’s More Important—Outcome or Process? by Brian Christensen, CFA^®
• Make a Statement! by Stephanie Ricketts, CFP^®

Quarterly Perspective   

Summer 2015 | Vol. 22 | No. 3

• Battling Headwinds by Will Williams
• Value vs. Growth by Brian Christensen, CFA^®
• Wide Diversification: Does It Fit Your Strategy? by Dalton Mellon

Quarterly Perspective   

Spring 2015 | Vol. 22 | No. 2

• 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^®

Quarterly Perspective   

Winter 2015 | Vol. 22 | No. 1

• The Road Less Traveled by Will Williams
• Collapsing Crude by Brian Christensen, CFA^®
• Associate Spotlight: Jeff Huizenga
• Mutual Fund Investors—Buyer Beware

Quarterly Perspective   

Fall 2014 | Vol. 21 | No. 4

• The Next Leg up by Will Williams
• Financial Markets and a Strengthening U.S. Dollar by Brian Christensen, CFA^®
• Corporate Inversions: A Brief Overview by Stephanie Ricketts, CFP^®
• Hike for Hunger 2014

Quarterly Perspective   

Summer 2014 | Vol. 21 | No. 3

• All Quiet on the Western Front by Will Williams
• Smart Beta: New Name, Old Strategy by Brian Christensen, CFA^®
• Associate Spotlight: Michael A. Price, Dalton Mellon

Quarterly Perspective   

Spring 2014 | Vol. 21 | No. 2

• Circle of Competence by Will Williams
• The Multiple Faces of Risk by Brian Christensen, CFA^®
• Planning with Execution Ketra A. Mytich, Attorney at Law

Quarterly Perspective   

Winter 2014 | Vol. 21 | No. 1

• Great to Good—The Transition of a Bull Market by Will Williams
• U.S. Energy Independence and What It Means for Investors by Brian Christensen, CFA^®
• Key Numbers for 2014 by Stephanie Ricketts, CFP^®

Quarterly Perspective