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U.S. equities were little changed last week, with the S&P 500 gaining 0.1% and the Nasdaq advancing 0.4%, while the Dow slipped 0.3%. Despite the quiet week, returns for 2026 remain strong, with the S&P 500 up 12.8%, the... on
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We’re excited to welcome Anthony Davis to Team VNFA as a Tax Accountant. Anthony’s role in the tax department... Read More
U.S. equities were little changed last week, with the S&P 500 gaining 0.1% and the Nasdaq advancing 0.4%, while... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Charitable giving remains an important part of many taxpayers’ financial plans. While the primary motivation is often supporting meaningful... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“There’s nowhere you can be that isn’t where you’re meant to be…” ― John Lennon Read More
We hope you’re enjoying the enhanced experience offered through our new client portal and mobile app. As part of... Read More
U.S. equities resumed their advance last week, with the S&P 500 and Dow gaining 0.5% and the Nasdaq rising... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Many taxpayers carefully plan each year around deductible expenses—charitable giving, state and local taxes, mortgage interest, and other itemized... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Do what you can, with what you have, where you are.” ― Theodore Roosevelt Read More