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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
Read MoreJaclyn Cornelius, CFP®, EA, spends five minutes answering the most frequently asked questions about 529 plans as a savings and investment tool. Watch Now
The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More
The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Stock Options – types, vesting schedules, tax consequences, and strategies for exercising stock options as part of an overall financial plan. Watch Now
The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More
The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More
Receiving a gift or a bequest or other inheritance carries with it a unique set of federal income, gift... Read More
You may be aware that most homeowners are able to exclude up to $250,000 of the gain realized on... Read More
Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Watch Now
Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the second quarter, and an outlook into the second half of 2019. Watch Now
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Restricted Stock awards – what they are, how they vest and an overview of the tax consequences when they are granted and at the time they are vested. Watch Now
The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More