October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
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 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
Every investor should have a financial plan. Without one, it is like driving a car without a destination. Too many advisors only provide investment advice and ignore the importance of identifying financial goals and how to achieve them. As a CERTIFIED FINANCIAL PLANNER I am a strong advocate for planning. If you don't have a financial plan, call me. 772-219-2026
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 15, 2025
IRS Limits on Retirement Plan Benefits
Here is a helpful guide that includes 2025 401(k) plan contribution and compensation limits, including the new special catch-up contribution.
May 15, 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.
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 24, 2025
Remaining Disciplined During Market Downturns
Market downturns can shake your confidence, but discipline is your greatest ally. This is an excellent time to review your financial plan with your advisor to ensure you are on track to meet your retirement goals or other financial goals. If your financial advisor has not prepared a financial plan for you then ask why or call me: 772-219-2026
#MarketVolatility #Investing #WealthManagement #Janney
April 11, 2025
FORBES 2025 BEST-IN-STATE WEALTH ADVISORS LIST
We are excited and honored to announce that Michael D. Dadko, CFP®️, CLTC®️, CDFA®️ has been recognized on Forbes 2025 Best-In-State Wealth Advisors List.
Thank you to everyone who has supported our practice and my efforts to provide the best wealth management and financial planning has to offer, making it possible for me to receive this distinction.
I look forward to many more years in the industry and the challenge of maintaining the standard we’ve achieved.
*For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
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.
