Weekly Commentary

  • The Numbers & “Heat Map”

    THE NUMBERS Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly. Three, five and ten year returns are...

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  • Did You Know…?

    by Brinda Vyas, Junior Accountant The annual gift tax limit has been increased to $15,000 per donee for 2018. The amount has risen from $14,000 for the first time since 2013...

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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 fresh look at...

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  • Quote of the Week

    “Comparison is the thief of joy.” – Theodore Roosevelt Visit www.theweeklycommentary.com for more posts in this category. DISCLOSURES...

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  • The Markets This Week

    by Connor Darrell, Head of Investments It was “Much Ado About Nothing” last week, as one of the busiest weeks of the year proved to be one of the least memorable...

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  • What We’re Reading

    A collection of links to articles and idea our VNFA staff found interesting and informative recently. When Are You Money Ahead on Social Security (Morningstar.com) Taxpayers should know the telltale signs of...

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  • CEO Matt Petrozelli Among InvestmentNews 40 Under 40

    InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40 ...

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  • Heads Up!

    by Thomas M. Riddle, CPA, CFP®, Founder & Chairman of the Board We spend a lot of time with clients planning for living in retirement and the eventual transfer of wealth....

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  • Valley National News

    The Weekly Commentary has been undergoing some upgrades! Hopefully you have noticed the new look, and the collection of new contributors from our talented team. Next week, you will receive...

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  • The Numbers & “Heat Map”

    THE NUMBERS Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly. Three, five and ten year returns are...

    read more

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