May 22, 2025

IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
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 19, 2025

Preparing to fund your child's education? Whether you're a parent or grandparent, it's crucial to plan ahead.
Explore this checklist for smart strategies.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/05/funding-the-cost-of-college-checklist
May 10, 2025

Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
May 05, 2025

Attention business owners! Protect your business and plan for the future with smart insurance strategies built for long-term growth.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/05/insurance-solutions-for-business-owners
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

7 of the Smartest Ways to Pay for College
The rising cost of college can feel overwhelming, but smarter ways to fund your education are just a click away.
Explore these 7 strategies to help make funding your education easier and more manageable.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/the-7-smartest-ways-to-pay-for-college
April 28, 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 23, 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 21, 2025

🌟 Welcome to the Team, Phillip! 🌟
We are absolutely thrilled to officially welcome Phillip Hobbs to the Chase Wealth Management Group at Janney Montgomery Scott, LLC! His passion for helping others and deep experience in financial planning make him a fantastic addition to our team and a valuable resource for our clients.
Born and raised in Florence, South Carolina, Phillip brings with him not just professional expertise but also a strong sense of community and Southern hospitality. After graduating from West Florence High School, he went on to earn his degree from the prestigious Darla Moore School of Business at the University of South Carolina, where he cultivated a strong foundation for his career and formed lasting relationships.
Since 2018, Phillip has worked closely with individuals, families, and business owners to craft personalized financial strategies—from retirement planning to investment management—always focused on aligning each plan with his clients’ goals and aspirations. His genuine commitment to helping others achieve financial clarity and peace of mind is at the heart of his work.
When he's not working with clients, you can find Phillip enjoying the great outdoors—whether it's golfing, hunting, or fishing. He values time with friends and family, and brings that same sense of connection and balance to the work he does every day.
Please join us in giving Phillip a warm welcome! We’re excited for what the future holds with him on board. 👏
To learn more about our team and the work we do, visit:
🔗 Chase Wealth Management Group - Our Team
#WelcomeToTheTeam #ChaseWealthManagement #FinancialPlanning #ClientFocused #TeamSpotlight
April 21, 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 21, 2025

🌟 Welcome to the Team, Phillip! 🌟
We are absolutely thrilled to officially welcome Phillip Hobbs to the Chase Wealth Management Group at Janney Montgomery Scott, LLC! His passion for helping others and deep experience in financial planning make him a fantastic addition to our team and a valuable resource for our clients.
Born and raised in Florence, South Carolina, Phillip brings with him not just professional expertise but also a strong sense of community and Southern hospitality. After graduating from West Florence High School, he went on to earn his degree from the prestigious Darla Moore School of Business at the University of South Carolina, where he cultivated a strong foundation for his career and formed lasting relationships.
Since 2018, Phillip has worked closely with individuals, families, and business owners to craft personalized financial strategies—from retirement planning to investment management—always focused on aligning each plan with his clients’ goals and aspirations. His genuine commitment to helping others achieve financial clarity and peace of mind is at the heart of his work.
When he's not working with clients, you can find Phillip enjoying the great outdoors—whether it's golfing, hunting, or fishing. He values time with friends and family, and brings that same sense of connection and balance to the work he does every day.
Please join us in giving Phillip a warm welcome! We’re excited for what the future holds with him on board. 👏
To learn more about our team and the work we do, visit:
🔗 Chase Wealth Management Group - Our Team
#WelcomeToTheTeam #ChaseWealthManagement #FinancialPlanning #ClientFocused #TeamSpotlight
April 16, 2025

April Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group looks at opportunities in European stocks, surprising moves from foreign central banks, and the impact of April's earnings expectations on stock prices. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/04/09/april-investment-perspectives
April 15, 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 10, 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

Why You Should Save - Early and Often
Want to secure a better financial future? The key lies in saving early and often. Learn how compound interest can work in your favor over time.