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              What We Do
                      No matter where you are in life – we’re here for you through every step of your financial journey.
                     
        College Saving and Funding Plans
          As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
         
        Financial Planning
          No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
         
        Online Access
          Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
        Recent Updates
                  Stay up-to-date and in-the know about every aspect of your financial picture.
                
                
                  October 27, 2025
                
                
                  
                                                        
                       
                    
                   
                    
                      
                  
                
              
                           
                    Fixed Income Market Update
                      In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
                    
                
                  October 16, 2025
                
                
                  
                                                        
                       
                    
                   
                    
                      
                  
                
              
                          
                               
                    October Investment Perspectives
                      This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.
Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
                    Research & Insights
                      Access our latest research and insights covering market news, financial planning topics, and more.
                     
        2025 Tax Reform: A Look at Key Changes for Individuals and Families
          On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
         
        2025 Tax Reform: A Look at Key Changes for Businesses
          On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
         
        September Investment Perspectives
          In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
        Office Information
       
            
 
             
             
                                                       
                                                       
                                                       
                                                      