June 09, 2025
This is Debbie! My PCA (Private Client Assistant). And this is us saying hello! Debbie is amazing! Both professionally and personally. We work together and she takes care of all my Private Client needs. Have a wonderful and successful week!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 03, 2025
Seven years in the making!
This weekend, Isabella turned (a lucky!) seven and finally got her ears pierced — something we’d waited for with patience and love. It reminded me that some of the best things in life, like great investments, take time.
We celebrated at an arts & crafts studio; and this sets up for a fitting metaphor. Just like crafting the perfect piece of art, building a portfolio requires creativity, vision, and thoughtful selection. You need to decide what colors to use, what strokes to make, and ultimately, what kind of future you want to paint and create.
Patience and intentionality — in life, in art, and in investing — go a long way.
Happy Birthday to our Sweet (not so little) Girl! We love you, Isabella! So much!
#Investing #Patience #PortfolioDesign #Fatherhood #FinancialPlanning #ArtAndFinance
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
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 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 28, 2025
BIG SMILES TODAY AND IT'S NOT JUST THE BEAUTIFUL WEATHER! Isabella just learned she has her own UGMA account - with Daddy buying her stocks to help build her future. She's already falling in love with learning about investing and says to call her dad to help with your investing needs, too!
April 16, 2025
Wishing everyone a joyful Easter and meaningful Passover. Moments like these - with my daughter, a handful of Easter eggs, and a little booklet of hope - remind me that faith, patience, and perspective matter not just in life, but in investing, too. May this season bring renewal, reflection, and steady growth - both personally and professionally.
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.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
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.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
