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Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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Tune in Wednesday for “Your Financial Choices” on WDIY – Retirement plan options under the CARES Act and RMDs... Read More
Thank you for registering to attend our Team VNFA webinar. If you have questions in advance of this event... Read More
Tune in Wednesday for “Your Financial Choices” on WDIY – Retirement plan options under the CARES Act and RMDs... Read More
Question:Can you spend some time talking about Schedule K’s, specifically for individuals such as myself who own stock in... Read More
Our team is now ready to begin accepting paper tax documents. Our physical office locations remain closed, so delivery... Read More
An update from our CEO, Matt Petrozelli, as our team continues to work remotely. Watch Now
Dear Clients & Friends, As I say in the related video I recorded from my home, these are unprecedented... Read More
Today is Giving Tuesday NOW – A day of global action for giving and unity in response to COVID-19.... Read More
Tune in Wednesday for another new “Your Financial Choices” show on WDIY. This week’s topic: “Cash-Flow Discussions.” Laurie will... Read More
The IRS has updated its website FAQ this month about deadlines, including those related to Health Savings Accounts and... Read More
Tune in Wednesday for another new “Your Financial Choices” show on WDIY: “Getting Back to Financial Planning.” Laurie will... Read More
SSA, RRB recipients with eligible children need to act by Wednesday, April 22, to quickly add money to their... Read More