February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 19, 2023
Forbes Best-In-State Wealth Management Team 2023
We are pleased to announce that Fayette Legacy Partners has been named to the Forbes Best-In-State Wealth Management Teams.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 28, 2022
Outlook 2023
In its Outlook 2023 report, our Investment Strategy Group outlines their expectations for the economy, equity and fixed income markets, and interest rates for the year ahead. Read more.
December 13, 2022
4 Mindful Tips to De-Stress This Holiday Season
Use these tips to practice mindfulness during the busy holiday season.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
December 08, 2022
Melody had a wonderful time at the 2022 Barron's Advisor Women Summit in Palm Beach. It's always an honor to network, share ideas, and gain insight from some of the best women advisors in the country!
December 05, 2022
Make Long-Term Care a Part of Your Financial Plan
Having a plan in place for long-term care needs may help you and your loved ones navigate a difficult time without additional financial and emotional stress. Here are some questions to consider.
November 29, 2022
9 Considerations For 2022 Year End Tax Planning
Here are some timely tax planning strategies to consider before the end of the year, including Roth conversions, charitable giving, RMDs, among others.
November 29, 2022
Melody is looking forward to attending the Barron's Advisor Women Summit this week. The invitation-only event is an excellent forum to hear ideas and insights from accomplished women advisors and business leaders to improve my practice and client service.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
October 24, 2022
We had a great time at Yough River Brewing Co on Saturday raising funds for such a worthy organization, Fayette Friends of Animals. Super weather, great food, awesome drinks, and over $3,000 in cash, item donations, and ticket proceeds went to the shelter ...Thank you to everyone who came out!
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
