Weekly Commentary

  • VNFA In The News

    Our Head of Investments, Connor Darrell, CFA was included among the “Lehigh Valley experts” commenting on how investors can protect their investments during market volatility. Connor’s advice: “Have an...

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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

    Executive Compensation Series - Stock Concentration Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, close out their series with a discussion about Stock Concentration resulting from executive benefit programs. WATCH...

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  • Quote of the Week

    “Leaving the game plan is a sign of panic, and panic is not in our game plan.” – Chuck Noll ...

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  • The Markets This Week

    by Connor Darrell CFA, Assistant Vice President - Head of Investments It was a volatile week for global equities, as trade tensions, geopolitics, and movements in the yield curve stoked fears of further weakening...

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  • Did You Know…?

    The IRS does send letters to taxpayers, but so do scammers. Beware: Fake IRS Letters Are Making the Rounds This Summer (Forbes)Tax Scams Continue Year-Round (IRS) ...

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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 guest Tim Roof, CFP® Vice President at...

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  • Special Market Note: August 2019

    PDF (download/print) After both equities and bonds managed a strong rally to begin the year, a variety of factors have combined to affect markets over the past few ...

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  • Valley National News

    We’re Hiring!Our team is seeking an experienced full-time Financial Planner to work with our ExecutiveEdgeTM Financial Advisors. This non-administrative position requires an understanding of executive benefits to support our high-profile...

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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

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