Recent Updates

U.S. government debt tops $36 trillion—here's what that means for investors. With debt at roughly 100% of GDP and deficits running over $1 trillion this fiscal year, rising interest costs are siphoning significant federal revenue nearly 18% by year-end just to service the debt. Globally, G7 nations face similar debt burdens, prompting bond markets to demand higher yields to offset risk. For portfolio strategy, this backdrop highlights why staying selective tilting toward shorter-duration bonds, high-quality sovereigns, and diversified fixed-income remains essential. #GovDebt #FixedIncome #BondStrategy #FiscalRisks #PortfolioDefense #FinancialPlanning This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results.

AI is moving beyond hype — and reshaping more than just Big Tech. Former Google CEO Eric Schmidt emphasized at the RAISE Summit that AI isn’t a bubble but rather a “new industrial structure” underpinned by sustained demand for chips and software. Meanwhile, Wall Street is closely examining signs of AI adoption outside traditional tech Q2 earnings suggest AI is boosting efficiency and margins across more industries. For clients, this means it’s time to assess AI’s role in portfolios not just via mega-cap tech, but through targeted strategies in industrials, healthcare, and other sectors that are leveraging AI tools to drive real gains. Let's discuss how to thoughtfully position your investments around AI’s broadening influence. #ArtificialIntelligence #InvestmentStrategy #TechEvolution #WealthManagement #PortfolioDiversification This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Bonds have quietly helped stabilize portfolios in 2025. Despite sharper swings in equities, high-quality bonds—including Treasuries, investment-grade corporates, and short/intermediate funds have delivered low to mid-single-digit gains so far. With 10 year Treasury yields hovering around 4.4–4.5% and robust credit spreads, bonds are offering attractive income while buffering volatility. As the Fed holds steady and the market awaits potential rate cuts, bonds remain a solid defensive anchor even in a choppy market environment. If you’re looking for ways to preserve capital and generate steady returns, let's explore how a tailored bond allocation could enhance your portfolio resilience. #FixedIncome #BondStrategy #PortfolioProtection #FinancialPlanning #InvestmentInsights #DefensiveAssets This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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.

While U.S. markets have remained relatively steady, global markets particularly in Europe, Japan, and parts of the emerging world have posted stronger gains year-to-date. Several factors are driving the trend: attractive valuations, central banks abroad beginning to ease, a weaker dollar, and shifting trade dynamics. For investors who’ve been heavily U.S.-focused, this may be a good time to revisit global diversification as part of a long-term strategy. #GlobalMarkets #InternationalEquities #PortfolioStrategy #Diversification #WealthManagement #FinancialPlanning #InvestingInsights This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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.

A weaker dollar can ripple through portfolios. It often boosts returns for international investments, lifts commodity prices, and affects the purchasing power of consumers and importers. For long-term investors, it’s a reminder of the value of global diversification and currency-aware planning. Now may be a good time to review your exposure and strategy in light of shifting currency dynamics. #USD #DollarWeakness #GlobalInvesting #CurrencyRisk #FinancialPlanning #PortfolioStrategy #WealthManagement #weckandsons This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Big news for families planning education expenses: the Big Beautiful Bill expands 529 plan flexibility beyond just tuition. Parents can now use up to $20,000 per child annually to cover a wider range of K–12 costs including textbooks, workbooks, digital learning tools, tutoring, online platforms, dual-enrollment tuition, standardized test fees, and THERAPIES FOR STUDENTS WITH DISABILITIES. The bill also introduces Trump Accounts, starter IRAs for children with up to $5,000/year in contributions and a $1,000 federal seed deposit for those born 2025–2028. These updates offer powerful tools to support both education and long-term financial growth. #529Plans #TrumpAccounts #FinancialPlanning #EducationSavings #BigBeautifulBill #K12Expenses #WealthBuilding #FamilyFinance #AdvisorInsights This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. The concepts illustrated here have legal, accounting and tax implications. Neither Janney nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your individual circumstances. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

At Frank A. Weckenman & Sons, we’re not just advisors we are a multigenerational family partnership committed to helping individuals and families achieve long term success with the best advice, services, and solutions in the industry. From retirement planning to wealth money management, we’ll help you develop a personalized wealth management strategy that meets your goals and supports those you care about. When it comes to your future, you shouldn’t have to worry about outliving your financial advisor. #WealthManagement #FinancialPlanning #LegacyPlanning #FamilyFinance #MultigenerationalAdvisors #FinancialLegacy #LongTermStrategy #TrustedAdvice #weckandsons For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Big news for families planning education expenses: the Big Beautiful Bill expands 529 plan flexibility beyond just tuition. Parents can now use up to $20,000 per child annually to cover a wider range of K–12 costs including textbooks, workbooks, digital learning tools, tutoring, online platforms, dual-enrollment tuition, standardized test fees, and THERAPIES FOR STUDENTS WITH DISABILITIES. The bill also introduces Trump Accounts, starter IRAs for children with up to $5,000/year in contributions and a $1,000 federal seed deposit for those born 2025–2028. These updates offer powerful tools to support both education and long-term financial growth. #529Plans #TrumpAccounts #FinancialPlanning #EducationSavings #BigBeautifulBill #K12Expenses #WealthBuilding #FamilyFinance #AdvisorInsights This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. The concepts illustrated here have legal, accounting and tax implications. Neither Janney nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your individual circumstances. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Today marks an incredible milestone—25 years of unwavering loyalty, professionalism, and heart! Please join me in congratulating Randi DeNofa on her 25th work anniversary! From day one, she has been the epitome of grace under pressure and a true cornerstone of our team. Her exceptional customer service, deep commitment to our mission, and ability to meet the needs of our clients day in and day out have left a lasting impact on anyone she's worked with. There aren’t enough words to express how grateful we are for her tireless work ethic, her positive spirit, and her steady presence through the years. She is not just a valued assistant—she is family. Thank you, Randi, for everything. Here’s to celebrating you today and always! 🥂🎉 #WorkAnniversary #TeamAppreciation #CustomerServiceExcellence #25YearsStrong

We are proud to share that our team has been named the Forbes 2025 Best-in-State Wealth Management Teams List for a third year in a row. This recognition is a testament to the trust our clients place in us and the dedication our team brings every day. As a multigenerational family partnership, we are committed to helping individuals and families build lasting financial legacies. Thank you to our clients and colleagues for making this possible. We’re honored to do this work and proud to be recognized by Forbes once again in 2025. #ForbesBestInState #WealthManagement #FinancialAdvisor #ClientFocused #FinancialPlanning #LegacyBuilding #AwardWinningTeam #MultigenerationalAdvisors For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

As a part of our commitment to providing the best possible experience here at Janney, we are transitioning from NaviPlan to MoneyGuidePro. MoneyguidePro is a leading financial planning platform known for its intuitive interface, interactive features, and goal-based planning approach. This change in programs will allow us to deliver even more personalized, collaborative, and easy to understand financial plans. The core of our work remains the same in helping individuals and families make informed, confident financial decisions. With MoneyGuidePro we will be taking that experience to the next level. Call us to explore what it has to offer! #FinancialPlanning #MoneyGuidePro #WealthManagement #ClientExperience #TechUpgrade #GoalBasedPlanning #FinancialAdvisor For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

We had the pleasure of attending the Washington Crossing Council Boy Scouts fundraiser, a great event in support of youth leadership and character development. One of the highlights was meeting Merrill Reese, a true icon and the unmistakable voice of the Philadelphia Eagles. His presence brought energy and a reminder of what it means to stay passionate about your work for decades. Always proud to support organizations that shape tomorrow’s leaders. #BoyScouts #WashingtonCrossingCouncil #CommunitySupport #LeadershipDevelopment #MerrillReese #YouthEmpowerment #GiveBack

This is a bit late, but we've had a busy summer already! We want to welcome Mike Ngota to the team as a summer intern. Mike finished his freshmen year at Penn State University, and he's been assisting us with our conversion to a new, more comprehensive software for financial planning with MoneyGuide PRO. Mike has met the call with his detail-oriented approach, making sure all plans were properly transferred and archived. Thank you, Mike; looking forward to the rest of the summer.

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.

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

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.