Valley Wealth Group

08/24/2026

Last week, we gathered with clients at Hunting Hills Country Club for our third VWG Gives Back event.

VWG Gives Back was created in 2024 as a way to support local nonprofit organizations doing meaningful work in the communities we call home. Each year, we have the opportunity to learn more about the organizations we select, the people they serve and the impact they are making right here in our community.

This year, we were honored to support The Wild Way and Local Environmental Agriculture Project - LEAP with financial contributions and to share more about their missions with our clients.

Thank you to everyone who joined us for the evening and, most importantly, to these two organizations for the work they do every day. We’re grateful for the opportunity to play a small part in supporting their efforts.

VWG Gives Back is about more than one evening. It’s about staying connected to our community and finding meaningful ways to support the people and organizations helping it thrive.

08/12/2026

Members of the VWG team have been in San Diego this week for LPL Focus 2026, LPL Financial’s annual flagship conference.

Focus brings together financial professionals from across the country to learn from industry experts, exchange ideas with peers and gain new perspectives on the opportunities and challenges shaping our industry.

As the conference wraps up today, here are a few photos from the week, including an evening aboard the USS Midway.

08/09/2026

Please join us in wishing Carlton Ward a very Happy Birthday! 🎂🎉

Wishing you a fantastic birthday and a year filled with happiness, good health, and new opportunities!

07/30/2026

🎉🎂Happy Birthday, Kelly!🎂🎉
We can't let the day go by without giving a shout out to the one in charge of giving the VWG shout outs. We hope you've had a fantastic day.

07/09/2026

Midyear Outlook

The first half of 2026 has been a reminder that markets don't move on economic data alone. Policy decisions, global events, and rapid advances in technology continue to influence the investment landscape.

Looking ahead, LPL Research expects several themes to remain in focus, including:
• Moderating, but still positive, economic growth
• Continued opportunities in stocks, supported by earnings and AI
• Bonds as a source of income and portfolio stability
• The importance of diversification as markets respond to policy changes and geopolitical events

While headlines can create uncertainty, history has shown that a disciplined, long-term investment approach is often the best way to navigate changing market conditions.

Learn more about what may lie ahead, take a look at LPL Research's 2026 Midyear Outlook.
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Stocks held. Now what? LPL Research's 2026 Midyear Outlook covers policy shifts, AI returns, and Fed leadership — and what they mean for your portfolio.

07/04/2026

The Fourth of July is a celebration of the freedoms that have shaped our country for 250 years.

Among them is the freedom to pursue opportunity, build businesses, own property, invest, and create wealth for future generations. The ability to make financial decisions, work toward our goals, and shape our own future is a privilege that many around the world do not enjoy. It's one that has helped generations of Americans pursue their own version of the American Dream.

At Valley Wealth Group, we're grateful for the freedoms that make those opportunities possible.

Wishing you and your family a safe and happy Independence Day!

06/21/2026

Happy Father's Day from all of us at VWG!

Today, we celebrate the fathers and father figures who have helped shape our families, our values, and our communities.

We also hold space for those who are missing their dad today and honoring his memory.

However you're spending the day, we wish you a meaningful Father's Day surrounded by love, memories, and the people who matter most.

06/17/2026

🏆⛳️Congratulations to Kathryn Ha, daughter of Valley Wealth Group Advisor Tim Ha, on an incredible performance at the Donna Andrews Invitational!

Kathryn finished the tournament at an impressive 13-under par, earning the championship in dominant fashion. What an achievement and a testament to the dedication she brings to her game.

Congratulations, Kathryn!
https://vucommodores.com/news/2026/06/16/ha-captures-2026-donna-andrews-invitational

06/11/2026

Business Owners: New Virginia Retirement Plan Mandate Takes Effect July 1

Beginning July 1, 2026, many Virginia employers will be required to offer a retirement plan or participate in the state's RetirePath Virginia program.

Your business may be affected if:
• You've been operating for more than two years
• You have five or more employees (including part-time staff)
• You do not currently offer a qualified retirement plan

Employers have two options:
✅ Establish a qualified retirement plan, such as a 401(k) or SIMPLE IRA
✅ Register for RetirePath Virginia, the state's payroll-deduction Roth IRA program

Businesses that fail to comply may face penalties of up to $200 per eligible employee each year.

If you're a business owner and haven't reviewed your options, now is a good time to start planning. Valley Wealth Group works with employers to design and manage workplace retirement plans and can help you evaluate which approach makes the most sense for your organization.

Learn more about the Virginia requirements here:

RetirePath is designed for Virginia employers that don’t have the time or resources to offer their own employer-sponsored retirement plan.

06/09/2026