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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, December 30, 6 PM for a recorded episode of “Your Financial Choices” on WDIY 88.1FM: Laurie... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
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 Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Year-End Tax Planning starting with a... Read More
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 Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Employer Stock Benefits.Laurie can take your... Read More
Tune in Wednesday, 6 PM for a pre-recorded “Your Financial Choices” show on WDIY 88.1FM. Laurie will return live... Read More
Head of Investments, Bill Henderson interviews Tim Richmond, CPA about year-end tax planning and tax lost harvesting.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: More Special Planning Circumstances Laurie can... Read More