April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 30, 2026
5 Mistakes Investors Make When Their Financial Lives Get More Complex
As your financial life grows more complex, your planning should evolve with it. This article highlights five common mistakes investors make — from uncoordinated decisions to overlooking taxes and estate planning — and why a comprehensive approach matters.
March 23, 2026
The Penultimate Powell
With the Federal Reserve leaving overnight interest rates unchanged at its latest meeting, our Investment Strategy Group shares perspective on the implications for markets and investors.
March 20, 2026
South Carolina has the fastest per-capita growth in the country*. With its mild weather and proximity to the Atlantic Ocean coastline, it's not hard to see why.
For wealth management advisors, that growth creates real opportunity – new clients, expanding markets, and a business environment that supports advisor-led practices. At Janney, we're building our presence across the state to meet that demand.
If you're an advisor considering a move to South Carolina or looking to grow your practice here, I'd welcome the conversation. We have solutions and locations throughout the Palmetto State that might be the right fit.
*according to U.S. News Jan 29th, 2026 report.
#palmettostate
#janney
#southcarolina
https://advisor.janney.com/coastalcarolinacomplex/
March 20, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
March 16, 2026
Plan for More™️
Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s #PlanforMore.
For more information, visit: https://www.janney.com/campaigns/plan-for-more
March 12, 2026
I’m pleased to welcome Noel Becker to Janney. Most recently with UBS, he continues our growing presence in Northeast Ohio, joining our Hudson office which opened last year. Janney’s advisor-centric culture and personalized support are designed to help advisors grow their practices and deliver superior client service. If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/10/janney-welcomes-noel-becker-in-hudson--ohio
March 04, 2026
I ran into Jack Kemp recently at a memorial service for a former colleague's spouse. I wasn't surprised to see him there – Jack has always been the kind of leader who shows up when it matters.
We spent some time catching up and reminiscing about the events he used to host for our teams throughout the country. Jack had a way of carrying a room, not just with his words but with how he made people feel. Seeing him again reminded me how much those moments shaped my own approach to leadership.
Thirty years in this industry means you cross paths with a lot of people. The ones who leave a mark are the ones worth staying connected to. If there's someone who had an impact on your career, don't wait for a memorial service to reconnect.
March 03, 2026
Military Escalation in Iran
Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 23, 2026
Beware of These Top Tax Scams When Filing Your Taxes
Tax season is here — and so are scams. Fraudsters often pose as the IRS through emails, phone calls, texts, and even social media messages. Knowing the red flags can help you better safeguard your personal and financial information.
February 20, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
