Weekly Commentary

  • TAX REMINDER!

    We are just about a month away from the IRS Tax Return Deadline. Please make sure you take a few minutes to complete our 2018 Tax Questionnaire. Remember to use the resources at...

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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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  • FROM THE PROS… VIDEO

    Associate Financial Advisor Jessica Goedtel, CFP® reviews three types of non-cash contributions and related tax deduction insights. WATCH NOW ...

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  • Quote of the Week

    “Many men go fishing all of their lives without knowing that it is not fish they are after.’”  – Henry David Thoreau ...

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  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of Investments Equities posted healthy gains for the week despite a mixed bag of economic data and tempering expectations for Q1 2019 earnings growth. Market...

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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: “Elements of Financial Planning.” Laurie will take...

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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…?

    The IRS publishes a special electronic guide with tips for taxpayers during filing season. There have been three additional updates in 2019 covering tax reform changes, “Where’s My Refund?”...

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  • Quote of the Week

    “Good teams become great ones when the members trust each other enough to surrender the me for the we.’”  – Phil Jackson ...

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  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of Investments The major global equity indexes posted their worst week of the year as investor sentiment was impacted by further evidence of a slowdown...

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