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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

529 Plan FAQ

Jaclyn Cornelius, CFP®, EA, spends five minutes answering the most frequently asked questions about 529 plans as a savings and investment tool. Watch Now

Executive Compensation Series - Stock Options

Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Stock Options – types, vesting schedules, tax consequences, and strategies for exercising stock options as part of an overall financial plan. Watch Now

Message from the CEO: Financial Times Top 300

Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Watch Now

Q2 2019 Market Commentary

Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the second quarter, and an outlook into the second half of 2019. Watch Now

Executive Compensation Series - Restricted Stock

Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Restricted Stock awards – what they are, how they vest and an overview of the tax consequences when they are granted and at the time they are vested. Watch Now

VNFA's 10th Anniversary Volunteer Challenge Project

Valley National Financial Advisors created a "Just Press Pause" room with zen-type atmospheres to allow the teaching staff at Paxinosa Elementary School, a designated Trauma Sensitive School, a room to recharge, reset, and reduce stress. Watch Now