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“Your Financial Choices”

July 20, 2021 | Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie and her guest, William Henderson, VP / Head of Investments at Valley National Financial Advisors will discuss: Q2 Market Review.

Read the written Q2 Commentary released from our Investment Department at valleynationalgroup.com/quarterly-commentary-q2-2021/

Laurie and her guest can address question on the air that are submitted either in advance or during the live show via yourfinancialchoices.com. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

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Team Chat – Trending Topics (November 2020)

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Tax FAQ - update on 2019 filings and 2020 planning

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Message from the CEO: Our 35th Anniversary

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Capital Gains/Losses & Dividends

Required Minimum Distributions

2019 Year-End Tax Planning Topics

Tax-Savvy Charitable Giving

Pension Decisions: Lump Sum vs Payment Plan

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Executive Compensation Series - Stock Concentration

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Executive Compensation Series - Deferred Compensation

Investing: The Value of a Long-Term Approach

Executive Compensation Series - Introduction

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Message from the CEO - April 2019

Q4 Market Commentary

Estate Planning Series - Executing the Plan

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Estate Planning Series - Considering Heirs

Estate Planning Series - Asset Inventory

Estate Planning Series - Identifying Goals

Estate Planning Series Introduction

2018 Year-End Tax Planning

Cybersecurity

Trusted Contacts Update

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401k Checkup

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