Recent Updates

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.

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.

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

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

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

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.

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

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.

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

🌟 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

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

🌟 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

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

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

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

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.

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

Our Investment Strategy Group explores the expanding role of alternative investments and how they can enhance portfolio performance. Gain insights into this growing asset class and how it could fit into your investment strategy.