News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
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.
March 01, 2025
39d82186-5b57-4ed4-8b65-b087f55eff13id=1080349.pdf
Spring is just around the corner, and with it comes the promise of blooming flowers, warmer weather, and... exciting personal news from the Fox household! We’re thrilled to announce that our wonderful daughter has gotten engaged! While we never expected our biggest financial planning challenge would be budgeting for a wedding, we are over the moon about this new
chapter in her life. In this edition, we’ll share some sweet tips for planning your
financial future—because as we’re learning, love might be free, but weddings certainly aren’t! We’ll
also dive into some current market trends and remind you that even in the world of finance,
laughter is the best investment. Thank you for being part of our journey, both professional and
personal. Here’s to love, laughter, and hopefully not too many wedding planning stressors!
Click below for March Newsletter
https://www.broadridgeadvisor.com/pdfservice/39d82186-5b57-4ed4-8b65-b087f55eff13id=1080349.pdf
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
