May 06, 2025
The Bethlehem Office recently participated in the 4th Annual Brush Up our Veterans Campaign with the Lehigh Valley Chamber of Commerce. It was an honor and a privilege to prep and paint the porch of a spouse whose husband served in the U.S. Army. It's always a great event for us to show our appreciation to those who served!
May 06, 2025
I’m pleased to welcome Integrity Wealth Advisory to Janney. Formerly with Raymond James, the team strengthens our presence in Florida and continues the momentum of experienced Financial Advisors joining Janney. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/05/05/janney-welcomes-integrity-wealth-advisory-in-miami
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 24, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
April 23, 2025
I’m excited to welcome Financial Advisor Tracey Binkley to Janney. He joins from Morgan Stanley and will reside in our Franklin, Tennessee office. I look forward to seeing Tracey succeed at Janney where he has the autonomy and resources he needs to best run his practice. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/04/17/janney-welcomes-financial-advisor-tracey-binkley-in-franklin--tennessee
April 22, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. Find out how staying focused on your long-term goals can turn volatility into opportunity.
#MarketVolatility #Investing #WealthManagement #Janney
April 17, 2025
Generation Z: Different Values, Behaviors, and Perspectives
Generation Z is bringing fresh perspectives to the financial world. Learn how their values and behaviors are shaping their approach to money and what it means for their financial future.
#GenZ #FinancialPlanning #Investing #Janney
April 15, 2025
Attention Social Security beneficiaries! Starting in April 2025, the Social Security Fairness Act could increase payments for those who qualify. Learn more about this important change and what it means for you: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/an-important-update-on-social-security-benefits
#SocialSecurity #RetirementPlanning #WealthManagement #Janney
April 08, 2025
Protect Yourself From Scams Targeting Retirees
Fraud targeting retirees is increasingly common, but knowing the warning signs can help you stay protected. Learn about common scams and how to safeguard yourself from fraudsters.
April 03, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
April 01, 2025
Protect Yourself From Scams Targeting Retirees
Fraud targeting retirees is increasingly common, but knowing the warning signs can help you stay protected. Learn about common scams and how to safeguard yourself from fraudsters.
March 27, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
March 20, 2025
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If your 401(k) includes employer stock, you may have tax-saving opportunities through net unrealized appreciation (NUA). Read more to learn how it works.
March 18, 2025
Core Investment Principles for Times of Market Turbulence
Our Investment Strategy Group shares key investment principles to help investors stay focused on their long-term goals, even amid market volatility.
March 11, 2025
Understanding State Inheritance Taxes
If you’re inheriting assets, it’s important to know your potential tax obligations. Find out which states have an inheritance tax and who is responsible for paying.
