July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
July 01, 2024
![eae83f55-16e1-4d76-96ec-0a95346a4029id=1064263.pdf Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
eae83f55-16e1-4d76-96ec-0a95346a4029id=1064263.pdf
Welcome to July. Click below for my July Newsletter
https://www.broadridgeadvisor.com/pdfservice/eae83f55-16e1-4d76-96ec-0a95346a4029id=1064263.pdf
June 07, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/5027e525607a4436bb897edf994a63ab.jpg)
I’m looking forward to attending Janney’s 2024 Wealth Management Conference. It will be an excellent opportunity to connect with colleagues and hear from leading industry experts about the latest financial planning and investment trends to help meet the unique needs of my clients.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
June 03, 2024
![930df6a5-0165-4315-a17a-2dc016817599id=1061399.pdf Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
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Click below for my June Newsletter
https://www.broadridgeadvisor.com/pdfservice/930df6a5-0165-4315-a17a-2dc016817599id=1061399.pdf
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 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, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
May 01, 2024
![Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
Welcome May !!
Click below to access my May newsletter
https://www.broadridgeadvisor.com/pdfservice/eb4b500c-ac04-4490-865d-18c313da1696id=1058941.pdf
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 01, 2024
![Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
Click here for my April Newsletter
https://www.broadridgeadvisor.com/pdfservice/724da4f9-4a74-425b-9dd1-ebd4771c24aaid=1056295.pdf
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 01, 2024
![Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
March 01, 2024
![Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
Welcome to March.
Click link below for my current newsletter.
https://www.broadridgeadvisor.com/pdfservice/1fb27858-6c64-453b-9580-62a53c24f197id=1053920.pdf
February 01, 2024
![Recent Update Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
Happy February. Click below for my February Newsletter
https://www.broadridgeadvisor.com/pdfservice/ccd647f5-6804-4288-918b-7997648203ffid=1049136.pdf