November 04, 2025
We enjoyed greeting our clients who came out for the annual Shred Event and Food Drive and were grateful to donate 449lbs of food to our local Second Harvest Food Bank!
November 03, 2025
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 24, 2025
I’m pleased to welcome Financial Advisor Patricia Selin to Janney in our Boca Raton, Florida office. Patty joins us from Morgan Stanley and continues our recruiting momentum in Florida.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/22/financial-advisor-patricia-selin-joins-janney-in-boca-raton--florida
October 23, 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 20, 2025
I’m excited to welcome Belice Leininger Private Wealth to Janney’s Pittsburgh office. The team joins us from UBS, drawn to our rare combination of a boutique culture with the strength and resources of a larger firm.
If you’re looking for a firm that puts you first, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/16/belice-leininger-private-wealth-joins-janney-in-pittsburgh
October 20, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
October 14, 2025
I’m pleased to welcome Lord Kirstien Wealth Management to our Media, Pennsylvania office. The team joins us from Morgan Stanley and was attracted to our advisor-focused culture and flexibility to run their practice, backed by the resources and support to help them grow.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/10/lord-kirstien-wealth-management-joins-janney-in-media--pennsylvania
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 30, 2025
Life Insurance: It's Not Just for Income Replacement
Beyond income replacement, life insurance can be a strategic asset. Permanent life insurance may offer benefits such as tax-deferred growth and potential wealth protection, which could complement your overall financial plan.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 09, 2025
Even the most carefully built retirement plans can face unexpected challenges.
Learn about a commonly overlooked risk and how thoughtful planning may help you stay on track.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/18/don't-overlook-this-hidden-retirement-risk
September 09, 2025
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Still holding physical stock certificates? These assets require careful management to ensure they’re easily transferred and preserved for future generations.
Learn why securing and digitizing them is a smart move for your estate plan.
September 04, 2025
MOST of The Janney Bethlehem Office proudly display their Eagles Gear for tonight's opening game!!!...Go Birds!!
September 04, 2025
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.
September 03, 2025
I’m excited to welcome Financial Advisors Billy Hendrickson and John Rader to Janney. The team joins our Roanoke, Virginia office from Davenport & Co. with more than 50 years of combined industry experience.
I’m confident that at Janney, they’ll have the resources and support to continue delivering exceptional client service and feel empowered to grow their practice. If you’re looking for a firm where you can focus on your clients, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/09/02/financial-advisors-william-hendrickson-and-john-rader-join-janney-in-roanoke--virginia
August 21, 2025
My Net Worth
What if you could view all your finances in one simple snapshot?
With My Net Worth, easily combine your accounts to plan smarter and move forward with confidence. Discover the potential of your financial life, today!
August 19, 2025
As your financial life evolves, consolidation can help you stay in control. Learn how combining accounts may improve planning, reduce duplication, and support your long-term financial success.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/22/the-advantages-of-asset-consolidation
