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 MoreA year-end greeting from Matt Petrozelli and a message about our 35th anniversary in 2020. Watch Now
Connor Darrell, Head of Investments, shares Valley National Financial Advisors' review of the third quarter, and a fourth quarter outlook. Watch Now
Rod Young, CPA/PFS, CFP® discusses the importance of tax planning with regard to capital gains and losses, as well as dividends. Watch Now
Laurie A. Siebert, CPA, CFP®, AEP® discusses the importance of tax planning around Required Minimum Distributions. Watch Now
Six of our VNFA CPA professionals offer insights on important considerations in tax planning for year-end 2019, going into 2020. Watch Now
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
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
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
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, close out their series with a discussion about Stock Concentration resulting from executive benefit programs. Watch Now