Cryptocurrency
Team Chat (April 2021) – Cryptocurrency
Bill Henderson, Head of Investments and Matt Petrozelli, CEO, discuss Cryptocurrency.
Watch NowResponsible Investing
Team Chat (March 2021) - Responsible Investing
Head of Investments, Bill Henderson, and CEO, Matt Petrozelli, discuss "responsible investing" and current market trends.
VNFA Team Chat – Trending Topics (February 2021)
ESG Investing
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss ESG investing
VNFA Team Chat – Trending Topics (February 2021)
83B Tax Election Options
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss 83B tax election options.
VNFA Team Chat –2021 Outlook
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
Watch NowVNFA Team Chat – Trending Topics (December 2020 – PART II)
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch NowVNFA Team Chat – Trending Topics (December 2020 – PART I)
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
Watch NowMessage from the CEO: Thank you!
As we are reaching the end of a tumultuous year, I am reflecting on how thankful and proud I am of our VNFA team. Additionally, I am grateful for YOU, our clients, who have been with us every step of the way.
Watch NowTeam Chat – Trending Topics (November 2020)
Head of Investments, Bill Henderson interviews Tim Richmond, CPA about year-end tax planning and tax lost harvesting.
Watch NowTeam Chat – Trending Topics (October 2020)
Financial Advisors Joseph Goldfeder, CFP® and Jaclyn Cornelius, CFP®, EA discuss some planning topics that are top of mind currently in their work with clients.
Watch NowQ3 2020 Market Commentary
Our CEO, Matt Petrozelli, introduces Bill Henderson, Head of Investments who offers a review of the third quarter, an economic outlook and perspective on long-term investing. Watch Now