Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

August 06, 2025
Recent Update Photo
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 23, 2025
Recent Update Photo
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/17/earnings-season-is-off-to-a-solid-start-while-market-dynamics-remain-positive
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image jamesclark@janney.com
Relate Image 862.206.7201
Phone Image 862.206.7200