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Equity markets finished the week on a mixed but generally positive note, with the Dow and S&P 500 roughly flat for the week while the Nasdaq led the way, rising about 1.5% over the week. A flurry of reports... on
Read MoreAssociate 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
Jaclyn Cornelius, CFP®, EA, spends five minutes answering the most frequently asked questions about 529 plans as a savings and investment tool. Watch Now
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
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
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
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
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Deferred Compensation plans. What you need to know and considerations that are important when deciding on participation Watch Now
Vice President Joseph Goldfeder, CFP® addresses volatility and recovery in the markets, and some steps you might take to understand and prepare for the future of your portfolio. Watch Now
Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, introduce a video series covering some common benefits and planning considerations for corporate leaders. Watch Now
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
Vice President Jaclyn Cornelius, EA, CFP®, offers some insights and options Pennsylvania taxpayers may want to know about 529 plan contributions and deductions. Watch Now