March 25, 2025
Protect Yourself From Scams Targeting Retirees
Fraud targeting retirees is increasingly common, but knowing the warning signs can help you stay protected. Learn about common scams and how to safeguard yourself from fraudsters.
March 07, 2025
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Great news about a change to the college Financial Aid program (FAFSA). Withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility. Read more about how 529 plans may benefit your grandchildren.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 24, 2025
Understanding State Inheritance Taxes
If you’re inheriting assets, it’s important to know your potential tax obligations. Find out which states have an inheritance tax and who is responsible for paying.
February 14, 2025
The Trump Tariff Salvos Begin
Our Investment Strategy Group analyzes recent tariff proposals and their potential impact on the economy.
February 07, 2025
A Skip, Not a Pause
Our Investment Strategy Group reviews the latest FOMC decision and what’s next for interest rates. Read more. Despite the expectation for two rate hikes, I do not expect that many. I view inflation as rising not declining. The Federal Reserve can wait longer before changing policy to see how President Trump's policies affect the economy.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 06, 2025
Outlook 2025
Attached is our Outlook 2025 special report, Janney’s Investment Strategy Group's expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. It is a short report but I would recommend focusing on page 2 (Overview) and Page 6 (Risks, Conclusion and Investment Implication). If you would like to discuss this or have other topics to discuss, email me at MDADKO@Janney.com. Happy New Year!
December 23, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Not all Financial Advisors prioritize this for their clients. If you don't have a financial plan, call me. 772-219-2026
December 16, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 02, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
-Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Also before yr-end use IRA distributions for charitable contributions. Call me to discuss these and other ideas.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 26, 2024
Certified Divorce Financial Analyst (CDFA®️)
I am pleased to announce that I recently completed a specialized educational program in professional divorce analysis and am now a Certified Divorce Financial Analyst®️ (CDFA®️).
It is important to me as a wealth manager to continue educating myself in order to provide clients with up-to-date information and meet their needs with knowledge and wisdom. As a result of earning this designation, I am now trained to provide financial information and assistance to people going through a divorce. This means being able to evaluate the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
