June 01, 2026
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Welcome to June and the official start of summer. Please click on the link below for our June newsletter.
file://jmsonline.com/users/sfox/june2026newsletter.pdf
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
May 01, 2026
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Click the below link for our May newsletter.
https://www.broadridgeadvisor.com/pdfservice/140d5d98-adbc-49ff-903c-3508b56f5de6id=1100848.pdf
April 01, 2026
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Please click the link below for our April newsletter.
file://jmsonline.com/users/sfox/April%20Newsletter.pdf
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.
April 01, 2026
Click below for our April newsletter
https://www.broadridgeadvisor.com/fmaweb/Newsletters/MonthlyNewsletters.aspx
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.
March 01, 2026
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Welcome to March. Please click on the link below for our March newsletter.
https://www.broadridgeadvisor.com/pdfservice/27f5c03a-0a3c-4ddb-9345-2dd126a604ecid=1098384.pdf
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
February 01, 2026
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Click the below link for our February newsletter.
https://www.broadridgeadvisor.com/pdfservice/abe68e1e-ade2-415c-ae8e-3e33b6152a7fid=1097049.pdf
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
January 02, 2026
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Happy New Year !
Click link for our January Newsletter
https://www.broadridgeadvisor.com/pdfservice/7e5ced41-cc31-4307-b67e-61b33f30acdfid=1095644.pdf
January 01, 2026
Here’s wishing you and your family a happy, healthy, and successful year ahead.
Please click on the link for my January 2026 newsletter.
https://www.broadridgeadvisor.com/fmaweb/Newsletters/MonthlyNewsletters.aspx?iplf=jm
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
