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The Weekly Commentary

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Current Market Observations

by William Henderson, Vice President / Head of Investments While the markets closed the week with mixed returns, we saw a big move... Read More

The Numbers & “Heat Map”

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

Quote of the Week

“Age is something that doesn’t matter, unless you are a cheese.” – Luis Bunuel Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss: ‘This & That’... Read More

VNFA NEWS

In case you missed it, our team won second place in the Volunteer Challenge for the digital library we... Read More

Did You Know…?

The Pennsylvania CPA Journal recently published an article by our own Laurie Siebert discussing modern planning strategies in our... Read More

Quote of the Week

“What good is an idea if it remains an idea? Try. Experiment. Iterate. Fail. Try again. Change the world.”... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss:‘Ping-Pong’ Planning – Financial... Read More

Did You Know…?

We are hiring! Our team is seeking to fill client service positions with professional, experienced individuals. Do you know... Read More

Current Market Observations

by William Henderson, Vice President / Head of InvestmentsThe markets notched another week of gains across all three broad market... Read More

The Numbers & “Heat Map”

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