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Last week, U.S. equity markets rebounded from Wall Street’s latest doomsday narrative, the so-called “SaaSpocalypse.” The selloff in the software-as-a-service sector reflected investor concerns about the long-term impact of AI on the SAAS industry, which we currently view as... on
Read MoreFinancial 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
Meet Northeast Community Center – Team VNFA wants to raise awareness for our community partner. Watch Now
Webinar recording from June 30, 2020. Watch Now
Webinar recording from May 21, 2020 (edited). Watch Now
Webinar recording from May 21, 2020. Watch Now
An update from our CEO, Matt Petrozelli, as our team continues to work remotely. Watch Now
Connor Darrell CFA, Head of Investments offers his perspective on the first quarter of 2020. Connor is working remotely at his home as is our entire TeamVNFA. Watch Now