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Changes to the 2019 1040

Our CPAs review the changes you can expect to see on the forms included in your 2019 tax return. Watch Now

Q4 2019 Market Commentary

Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' summary of the fourth quarter as we enter 2020. Watch Now

Q3 2019 Market Commentary

Connor Darrell, Head of Investments, shares Valley National Financial Advisors' review of the third quarter, and a fourth quarter outlook. Watch Now

Tax-Savvy Charitable Giving

Senior Vice President Rod Young, CPA/PFS, CFP® offers ideas for maximizing your tax planning to incorporate charitable giving within the updated tax law landscape. Watch Now

Pension Decisions: Lump Sum vs Payment Plan

Spend 5 minutes with Michael A. Ippoliti, MBA, CFP® as he provides an overview of the options facing individuals with pension decisions. He highlights some general pros and cons of lump sum versus monthly payments to take into consideration. Watch Now

The Value of a Diverse Portfolio

Associate Financial Advisor Mike Warch reviews some considerations and questions to ask about your investment portfolio, in order to reduce risk and reach your long-term financial goals. Watch Now