Weekly Commentary

  • From The Pros… VIDEO

    Executive Compensation Series - Stock Options Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Stock Options – types, vesting schedules, tax consequences, and strategies for exercising stock options as...

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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...

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  • Quote of the Week

    “A well-ordered life is like climbing a tower; the view halfway up is better than the view from the base, and it steadily becomes finer as the horizon expands.” – William Lyon...

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  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of Investments Most major U.S. equity indices closed out last week at all-time highs, bolstered by seemingly solidified expectations that the Federal Reserve will opt...

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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 and her guests, Rodman Young, CPA/PFS, CFP® from Valley...

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  • Valley National News

    Our offices will be closed this Friday starting at 11:30 a.m. for our summer team building event. ...

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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 Mae Gerhart, CPA – Tax Accountant / Financial Planning Professional When you leave a job, you can often leave your 401(k) in your prior employer’s plan. Some 401(k) plans require immediate distributions if...

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  • What We’re Reading

    Tax planning is a year-round consideration for our clients and our team is diligent about staying informed. Property Acquire by Gift of Through an Estate Record Keeping for Individuals – Personal Residence Tips Tax Breaks for...

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  • Quote of the Week

    “When all else fails, take a vacation.” – Betty Williams ...

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