November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
November 01, 2025
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Welcome to November Please click below for our current newsletter.
https://www.broadridgeadvisor.com/pdfservice/646ee152-ca9c-4abb-a9bc-0a3a0b544583id=1092918.pdf
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.
October 01, 2025
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Welcome to October. Click link for our monthly newsletter
https://www.broadridgeadvisor.com/pdfservice/bdb9ae59-fc37-4bc7-bc0b-0b3d8c535cd9id=1091490.pdf
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
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.
September 01, 2025
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Welcome to September. Let's go Giants. Click below for my September Newsletter
https://www.broadridgeadvisor.com/pdfservice/7bdfb52b-77d9-45c3-8bf6-6505f4aef133id=1090017.pdf
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
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.
August 01, 2025
30 Years of Marriage and Compounding Interest
Click link for our August Newsletter
https://www.broadridgeadvisor.com/pdfservice/718f02f2-1b5d-4d99-b594-986924f6a4afid=1088545.pdf
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.
July 01, 2025
Fireworks, Freedom, and Financial Planning
Click Link for our July Newsletter
https://www.broadridgeadvisor.com/pdfservice/e019cae6-ca7d-4bee-a5dd-7836886ae6c7id=1087087.pdf
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
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.
June 01, 2025
Welcome to June. Clink on the link for our June Newsletter
https://www.broadridgeadvisor.com/pdfservice/e9b26d77-ab5b-40cb-8ce4-e419be71f3e1id=1085474.pdf
May 21, 2025
Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
