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  • “Your Financial Choices”

    The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week Laurie will discuss: “A review of tax...

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  • Personal Notes

    For future editions of The Weekly Commentary, I am teaming up with several fellow employees at Valley National Financial Advisors to help write The Weekly Commentary.  I will continue to...

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  • Notes from Our Team

    We have a great staff, and they are working hard to prepare your income tax returns.  Unfortunately, due to Congress passing some legislation in 2018 affecting 2017 tax forms, many...

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  • Did You Know…?

    Has the news media made too much of the steel tariff announcement?  Probably, if history is a guide. We will continue to evaluate how tariffs affect you the consumer, business...

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  • Personal Notes

    I have a great staff, and they are working hard to prepare your income tax returns. Unfortunately, due to Congress passing some legislation in 2018 affecting 2017 tax forms, many...

    read more
  • Personal Notes

    There are some new developments with the Antes family, my ancestors of early Bethlehem.  Johann Antes was a musical stringed-instrument maker.  He is my great (eight times over) uncle.  He...

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  • Tax Update

    The Bipartisan Budget Act of 2018 enacted last week changes the income tax law for…….2017!!!  What about the income tax forms and software already produced- how will they cope with...

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  • Personal Notes

    Please join me in welcoming Stefany Keiser to our Valley National team as Administrative Assistant. The firm will be releasing an official announcement this week, but I wanted to let...

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  • Heads Up!

    The first week and a half of February has served as a reminder of what volatility feels like.  At its lowest point last Monday, the Dow Jones Industrial Average was...

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  • Personal Notes

    My older daughter Erika delivered Emma Joanne Petrozelli Friday morning at the Lehigh Valley Hospital-Muhlenberg (she rated the new maternity section very highly).  All are healthy. Emma Joanne is the second...

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