Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top Women Wealth Advisors in 2021. “We are proud to have Donna not only represent our firm but also our industry,” said Jerry Lombard, President of the firm’s Private Client Group.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
How Janney Provides Simplicity and Security for Your Finances
In light of continual financial uncertainty, it’s natural to have heightened interest or concern around the security of your assets, and the specific protections Janney has in place for your account(s).
Artificial Intelligence Investment Implications
ChatGPT is the fastest-growing technology application in history and is demonstrating the powerful potential of artificial intelligence (AI) to a very diverse audience.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Below are some best practices to help you avoid becoming a victim.