January 08, 2026
A little delayed, BUT RIGHT ON TIME! Janney Hackensack closed out the Holidays with a Toast to the New Year! Happy 2026, Everyone! Surround yourself with the best! To Health! Happiness! And of course, Much Success!
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 19, 2025
Turkey! Teamwork! And with Thanks to All! Janney Hackensack wishes everyone a Happy Thanksgiving! The Best Measure of Wealth is the Warmth One Feels in Their Heart!
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 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 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 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.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
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 17, 2025
I am happy and grateful to share that I serve a high-net-worth clientele at Janney. This includes large households, corporate accounts and a private foundation. If you're interested in having a conversation and your net-worth is north of 5 million, please don't hesitate to contact me. I hope you're having a wonderful day! I work both remotely and on location. My office is in Hackensack, NJ.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
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.
