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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  • The Markets This Week

    by Connor Darrell, Head of Investments The last few weeks have finally brought some stability back to markets, with the S&P 500 now up 5.86% year to date. Q2 earnings season...

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  • Quote of the Week

    “Geeks are people who love something so much that all the details matter.” – Marissa Mayer Visit www.theweeklycommentary.com for more posts in this category. DISCLOSURES...

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  • Did You Know…?

    by Roxie Munoz, CLU, FLMI, Assistant Vice President / Manager, Insurance Services Unique Benefits of Fixed Index Annuities A sound retirement plan can resemble a relay race. Each phase, or leg, has...

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  • Valley National News

    We Are Hiring! Our team is looking for an experienced CPA to lead our tax team as Director of Tax Services. Please review and share the job posting on our...

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  • Valley National News

    Introducing VNFA VIDEO! Our CEO offers our first video message to you from our new Bethlehem studio. We are devoted to providing the communication and direction you want from the team...

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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
  • Did You Know…?

    by Jessica Goedtel, Senior Associate If you are on a high deductible health plan, you may have access to a Health Savings Account (HSA). Recently these have become very popular due...

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  • Quote of the Week

    “A good teacher is like a candle – it consumes itself to light the way for others.” – Mustafa Kemal Ataturk Visit www.theweeklycommentary.com for more posts in this category. DISCLOSURES...

    read more
  • The Markets This Week

    by Connor Darrell, Head of Investments Markets managed to climb higher during the abbreviated holiday week, bolstered by the June jobs report, which provided evidence of further strengthening of the U.S....

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