Valley National Financial Advisors

06/23/2026

The Weekly Commentary - June 23, 2026 https://valleynationalgroup.com/news-and-insights/the-weekly-commentary/

06/21/2026

This Father’s Day, we celebrate the incredible fathers in our community. 🎉 Happy Father’s Day!

06/19/2026

Did you miss this week’s live episode of “Your Financial Choices”? Catch the recording on Spotify! https://open.spotify.com/show/25kNdOP7qAR5uD6tpdnTAc?si=6ef3da664aaf4074

06/19/2026

On this Juneteenth, we honor the courage and persistence of those who fought for freedom. May we continue to stand together in the pursuit of true equality.

Please note: VNFA offices are closed today, Friday, June 19th.

06/18/2026

Our Chief Investment Officer, Bill Henderson, will be joining the Investment Leaders Roundtable: Closing Perspectives on the Market & Alternatives at Titan Investors Philadelphia Active Exchange on June 25th.
Bill will share insights on market themes, alternatives, and portfolio strategies alongside leading investment professionals. This exclusive roundtable brings together decision-makers for candid discussions on opportunities and risks shaping today's investment landscape.
Proud to have Bill represent Valley National Financial Advisors!

06/17/2026

Tune in tonight at 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will discuss: Inheriting Retirement Accounts – to whom, how and options? https://yourfinancialchoices.com/show/inheriting-retirement-accounts-to-whom-how-and-options/

Questions can be submitted to www.yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at www.yourfinancialchoices.com, www.wdiy.org, or www.spotify.com.

06/16/2026

The Weekly Commentary - June 16, 2026
https://valleynationalgroup.com/news-and-insights/the-weekly-commentary/

06/11/2026

We're thrilled to be part of Accounting Today’s 2026 Wealth Magnets list! This honor reflects our dedication to helping clients achieve financial success. Thank you for your trust and support! Read more:

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

06/10/2026

Tune in tonight at 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will discuss: Retirement accounts – account transitions, distributions, options https://yourfinancialchoices.com/show/retirement-accounts-account-transitions-distributions-options/

Questions can be submitted to www.yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at www.yourfinancialchoices.com, www.wdiy.org, or www.spotify.com.