Financial Planning- Part Two with CIO William Henderson and Timothy Roof, CFP®
Financial Planning with CIO William Henderson and Certified Financial Planner Practitioner Timothy Roof, CFP®
Quick Market update with CIO William Henderson
Quick Market Update with CIO William Henderson
Happy 39 Years #TeamVNFA! Message from the CEO: Thank you!
Quick Market Update with CIO William Henderson
Quick Market Update-Pay attention to the little things!
Housing Market? Ask the Investment Professional
Ask the Investment Professional
Its the big picture that matters!
Don’t Worry too much about sticky inflation!
Ignore the Noise and Stay Focused on the Long-term trends with our CIO, William Henderson.
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