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 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 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 03, 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.
October 03, 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 03, 2025
Determine How Life Insurance Fits in Your Financial Plan
Life insurance isn’t one-size-fits-all. Whether it’s protecting your family or planning your legacy, the right coverage can help you reach your goals.
September 19, 2025
Don’t Overlook This Hidden Retirement Risk
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.
September 19, 2025
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines the possibilities for European equities, unpacks the latest trends in inflation dynamics, and breaks down September’s cautionary market tone.
September 09, 2025
2025 Tax Reform: A Look at Key Changes for Businesses
Attention business owners! The One Big Beautiful Bill Act (OBBBA) introduces expanded tax benefits aimed at reducing taxable income, enhancing investment incentives, and supporting long-term growth opportunities.
September 09, 2025
Portfolio Construction
One's home and investment portfolio are two of the most critical family assets. Equity Strategist Michael Halloran shares a special report breaking down the key principles behind a well-constructed portfolio, from asset allocation to customization.
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 20, 2025
Are Tariffs Here to Stay?
Mark Luschini, Janney’s Chief Investment Strategist, shares an update on shifting tariff policies, their potential impact on the economy and markets, and what we’re watching in the months ahead.
August 06, 2025
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.
July 28, 2025
Price Target Hit! Now What?
In our Mid-Year Update, Janney’s Investment Strategy Group shared a constructive view on equity markets. As that outlook begins to take shape, a key question arises: Could the momentum continue?
We explore potential market drivers and conditions that may influence the next phase of the investment landscape.
Read more here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/24/price-target-hit!-now-what
July 20, 2025
I’m excited to welcome Kurt Uzbay, Executive Vice President/Investments, to Janney’s Hauppauge, NY office. He joins from Stifel and brings more than 30 years of experience.
Kurt’s decision underscores the appeal of Janney’s advisor-centric culture, flexible platform, and personalized support. If you’re exploring a new path, I’d love to talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/18/janney-welcomes-financial-advisor-kurt-uzbay-in-hauppauge--new-york
July 17, 2025
July Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines how robotics is reshaping productivity, the risks of rising Federal debt, and whether June’s rally can carry into July.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/07/july-investment-perspectives
July 08, 2025
I’m excited to welcome Griffin Wealth Management to our Hunt Valley, Maryland office. The five-person team joins us from Raymond James and is led by Financial Advisor and Branch Manager Kevin Doyle.
With access to Janney’s flexible platform and personalized support, I look forward to seeing the team continue to grow their practice and deliver even greater value to their clients. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/07/janney-welcomes-griffin-wealth-management-in-hunt-valley--maryland
