Get to know our new Director of Research & Investments
Quick Market Update with our CIO William Henderson 3/6/2024
Quick Market Update with CIO William Henderson
Market Update with our CIO William Henderson
There's no stopping the U.S. Consumer
Message from the CEO: Thank you!
Market Update Minutes Following the Fed Announcement
VNFA Team Chat – Trending Topics (February 2021)
VNFA Team Chat – Trending Topics (February 2021)
VNFA Team Chat –2021 Outlook
VNFA Team Chat – Trending Topics (December 2020 – PART II)
VNFA Team Chat – Trending Topics (December 2020 – PART I)
Message from the CEO: Thank you!
Team Chat – Trending Topics (November 2020)
Team Chat – Trending Topics (October 2020)
Q3 2020 Market Commentary
Retirement Planning Checklist
Tax FAQ - update on 2019 filings and 2020 planning
Options in Financial Planning Due to COVID 19
Message from the CEO - May 5, 2020
Q1 2020 Market Commentary
Message from the CEO - March 20, 2020
Health Savings and Flexible Spending Accounts
Q4 2019 Market Commentary
Message from the CEO: Our 35th Anniversary
Q3 2019 Market Commentary
Capital Gains/Losses & Dividends
Required Minimum Distributions
2019 Year-End Tax Planning Topics
Tax-Savvy Charitable Giving
Pension Decisions: Lump Sum vs Payment Plan
The Value of a Diverse Portfolio
Executive Compensation Series - Stock Concentration
Executive Compensation Series - Stock Options
Message from the CEO: Financial Times Top 300
Q2 2019 Market Commentary
Executive Compensation Series - Restricted Stock
Executive Compensation Series - Deferred Compensation
Investing: The Value of a Long-Term Approach
Executive Compensation Series - Introduction
VNFA's 10th Anniversary Volunteer Challenge Project
529 Plans: PA State Tax Benefits
Q1 2019 Market Commentary
Message from the CEO - April 2019
Estate Planning Series - Executing the Plan
Estate Planning Series - Understanding Taxes
Estate Planning Series - Considering Heirs
Estate Planning Series - Asset Inventory
Estate Planning Series - Identifying Goals
Estate Planning Series Introduction
2018 Year-End Tax Planning
Q3 2018 Market Commentary
What Is a Trusted Contact Person?
Relationships. Communication. Direction.
Valley National Financial Advisors: Our Story
Moving Forward: Valley National Financial Advisors
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 welcomes Associate Financial Advisor David Givler to discuss: “Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans.”