JUNE, 1985.


The Great Communicator was President of the United States.

The Dow Jones index closed above 1300 for the first time ever.

Investors worried whether the scourge of the 1970’s, inflation, would return.

The highest income tax rate equaled 50%.

The COLD WAR was in full throttle mode.

Valley National was established and my wife thought I was crazy.

Twenty-five years have passed since then.  I’m not crazy and proud to say that my vision for helping fulfill clients’ financial and life goals is still my mission.  Valley National’s goal and service model continues to be serving individual’s and closely-held business’s need for financial and estate planning, income tax preparation, investments, and risk management.  For over twenty-five years and today, I continue to assemble the team and technology to meet those goals and your goals and I thank you for allowing me to do what I love.

Our radio show, “Your Financial Choices” will explore the last 25 years in the financial services world and in the Lehigh Valley and how we can learn from those experiences, on a special show – Wednesday, June 16, 2010.  It would be great if you can join us – see below for details on tuning into the show.