Please Note-Limitations: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Moreover, you should not assume that any portion of the video content serves as the receipt of, or as a substitute for, personalized investment advice from Valley National Advisers, Inc.
Last week, the Dow Jones Industrial Average (-1.8%) and the S&P 500 Index (-0.6%) both declined, while the NASDAQ (+0.3%) edged slightly higher. The mid-week U.S. inflation report indicated that some sectors of the economy are still experiencing “sticky...
Read MoreSenior Vice President Laurie Siebert, CPA, CFP®, AEP® introduces a video series that will reveal her five-step approach to crafting an estate plan. Watch Now
Our Vice President touches on just a few strategies to consider with your Financial Advisor as part of end of year planning for tax savings purposes. Watch Now
Our CEO, Matthew Petrozelli, shares some cybersecurity tips that will help us help you keep your data secure. Watch Now
An update from our CEO Matt Petrozelli about Trusted Contacts and what you can expect from your service team with regard to this new opportunity. Watch Now
Connor Darrell, Head of Investments, shares Valley National Financial Advisors' review of the third quarter, and a fourth quarter outlook. Watch Now
National 401(k) Day has been celebrated on the Friday after Labor Day since 1996 as a day to offer information and communication about ways to save for retirement. Our Vice President Joe Goldfeder shares three steps for a 401(k) Checkup. Watch Now
In February this year federal regulators introduced the “Trusted Contact” person as a form of protection for the investing public. The trusted contact person is someone our advisors can reach out to if he/she suspects diminished capacity and the possibility of fraud. Our CEO offers an overview of the trusted contact person and an update on what to expect from your VNFA financial advisory team on this topic. Watch Now
Get to know Jackie Cornelius, Assistant Vice President for Valley National Financial Advisors. Watch Now
Get to know Mike Ippoliti, Vice President for Valley National Financial Advisors. Watch Now