Weekly Commentary

  • VNFA – 35 Years

    In 1985... Coca-Cola introduced New Coke (in April and six months later they returned to the original formula).Microsoft Corporate released the first version of Windows (Windows 1.0)Michael Jordan was named the...

    read more
  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of InvestmentsNOTE: Last week, we reported an incorrect number for the December jobs report, which was not released until 1/10. Refer...

    read more
  • 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…?

    Form 1099-MISC Filing RequirementsAs a general rule, you must issue a Form 1099-MISC to each individual, partnership, Limited Liability Company (“LLC”), Limited Partnership (“LP”), or Estate you have paid at...

    read more
  • Quote of the Week

    “A dream doesn’t have an expiration date. Take a deep breath and try again.” – Mel Robbins ...

    read more
  • “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 guest, Nicholas Nanovic, Esq., LL.M.,...

    read more
  • Quarterly Commentary – Q4 2019

    View/Download as PDF Equities: Equity markets closed out 2019 with another strong quarter which helped push the S&P 500 to its highest annual return since 2013.  Markets continued to achieve new highs...

    read more
  • VNFA NEWS

    We’re kicking off our tax preparation season. That means it is time to confirm tax preparation arrangements. Later this week, our tax team will be sending out customized communications to...

    read more
  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of Investments Typically, our quarterly commentary replaces “The Markets This Week” in our TWC newsletter, but 2020 kicked off with some troubling developments in the...

    read more
  • 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

You are here: Home » Weekly Commentary