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View/Download PDF version of Q4 Commentary (or read text below) StocksThe three major U.S. equity indices – The Dow Jones Industrial Average, the S&P 500 Index and the NASDAQ Composite were each up between 21.0 – 28.7% for the... on
Read MoreTeam Chat (April 2021) – Cryptocurrency
Bill Henderson, Head of Investments and Matt Petrozelli, CEO, discuss Cryptocurrency.
Watch NowTeam Chat (March 2021) - Responsible Investing
Head of Investments, Bill Henderson, and CEO, Matt Petrozelli, discuss "responsible investing" and current market trends.
ESG Investing
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss ESG investing
83B Tax Election Options
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss 83B tax election options.
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
Watch NowFinancial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch NowFinancial 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 NowAs 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 NowHead of Investments, Bill Henderson interviews Tim Richmond, CPA about year-end tax planning and tax lost harvesting.
Watch NowFinancial Advisors Joseph Goldfeder, CFP® and Jaclyn Cornelius, CFP®, EA discuss some planning topics that are top of mind currently in their work with clients.
Watch NowOur CEO, Matt Petrozelli, introduces Bill Henderson, Head of Investments who offers a review of the third quarter, an economic outlook and perspective on long-term investing. Watch Now
Webinar recording from August 26, 2020. Watch Now