Valley National Video

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Quarterly Market Commentary

Q2 2019
Q2 2019 Commentary
Q1 2019
Q1 2019 Commentary
Q4 2018
Q4 2018 Commentary
Q3 2018
Q3 2018 Commentary
Value of Long-Term Investing
Value of Long-Term Investing with Joe Goldfeder, CFP
529 Plans: PA State Tax Benefits
529 Plans: PA State Tax Benefits with Jackie Cornelius, EA, CFP
Non-Cash Donations
Non-Cash Charitable Donations with Jessica Goedtel, CFP
Qualified Charitable Distributions
Qualified Charitable Distributions (QCDs) with Tim Roof, CFP
Roth 401k Contributions
Roth 401k Contributions with Rod Young, CPA/PFS, CFP
Charitable Deductions
Charity - Deductible (and Non-Deductible) Donations
Year-End Tax Planning
Year-End Tax Planning with Tim Roof, CFP
401k Checkup
401k Checkup with Joe Goldfeder, CFP

Estate Planning Series

Introduction
Estate Planning Series: Introduction
Identifying Goals
Estate Planning Series: Identifying Goals
Asset Inventory
Estate Planning Series: Asset Inventory
Considering Heirs
Estate Planning Series: Considering Heirs
Understanding Taxes
Estate Planning Series: Understanding Taxes
Executing the Plan
Estate Planning Series: Executing the Plan

Executive Compensation Series

Introduction
Executive Compensation Series: Introduction
Deferred Compensation
Executive Compensation Series: Deferred Compensation
Restricted Stock
Executive Compensation Series: Restricted Stock

ABOUT VNFA / MEET THE TEAM

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