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Current Market Observations

The equity markets recovered nicely last week with gains of +1.6% (Dow Jones) to +2.8% (NASDAQ) while the bond market... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“True success, true happiness lies in freedom and fulfillment.’” – Dada Vaswani Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Laurie will welcome Rob Ziobro, Assistant Vice... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“Slow down and enjoy life. It’s not only the scenery you miss by going too fast – you also... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for a pre-recorded episode of “Your Financial Choices” on WDIY 88.1FM. Laurie will discuss:... Read More

Current Market Observations

Financial markets spent the week anxiously anticipating Fed Chairman Jay Powell’s closing speech on Friday at the annual Jackson... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

VNFA In the News

Our Senior Associate Simone Sanvito and Senior Vice President Rod Young, CPA/PFS, CFP® are featured guests on the Adapting Social Breaking Barriers podcast.... Read More