Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

November 07, 2025
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The Guide to Retirement: Understanding Employee Planning Decisions
Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.
November 03, 2025
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Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 31, 2025
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Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
September 04, 2025
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9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
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The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
February 03, 2025
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Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image abyrd-leitner@janney.com
Phone Image 215-665-4414