Weekly Commentary

  • Heads Up!

    by Thomas M. Riddle, CPA, CFP®, Founder & Chairman of the Board Many banks are taking advantage of savers by paying VERY LOW INTEREST RATES on bank savings accounts. A review of...

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  • Valley National News

    CLIENT REMINDER: Quarterly estimated tax payments are due on June 15, 2018. You can write a check or use a secure service provided by the IRS to pay electronically, called IRS...

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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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  • Did You Know…Long Term Care Hybrid Policies?

    What are Long Term Care Hybrid policies, and are they right for you? by Roxie Muñoz, CLU®, FLMI, Assistant Vice President, Insurance Services Clients today have many more options to assist with...

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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: “A review of tax...

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  • Quote of the Week

    “Sometimes the questions are complicated and the answers are simple.” – Dr. Seuss Visit www.theweeklycommentary.com for more posts in this category. DISCLOSURES...

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  • The Markets This Week

    by Connor Darrell, Head of Investments Both large cap stocks and bonds ended the week marginally lower, but the heightened volatility observed over the past few months seems to have waned...

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  • Valley National News

    Tomorrow is the Volunteer Challenge event, but there is still time to vote for your favorite project (before 6:30 p.m. tonight). Click here to see them all, plus available silent...

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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 a Pennsylvania resident and are considering leasing a car, you should know that Pennsylvania imposes an additional 3% tax on the lease of...

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