August 06, 2026
I’m pleased to welcome Financial Advisor De Forest Johnson to Janney in Wilmington, Delaware. Previously with Ameriprise, De Forest joins Chesapeake Wealth Advisor, an established eleven-person team. I'm excited to see him continue serving clients alongside the team with the support of Janney.
If you’re thinking about what the right partner could look like for your business, let’s connect.
August 04, 2026
Designing Trusts That Encourage Responsibility, Not Entitlement
What do you want your legacy to accomplish? A thoughtfully designed trust can help support future generations while encouraging personal responsibility. Read the full article: https://www.janney.com/detail/education/2026/07/13/designing-trusts-that-encourage-responsibility--not-entitlement
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
August 03, 2026
Student Loan Interest Rates Are Rising Again This Year
Interest rates on federal student loans will increase slightly for the 2026–2027 school year.
August 03, 2026
The Fog of The Task Force
Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.
July 30, 2026
Being a Financial Advisor should give you the opportunity to make a meaningful impact for your clients, your community, and your own future.
Hear from women Financial Advisors across Janney as they share what drew them to the profession, what they value in the firm, and how the right support, flexibility, and opportunities have helped them build careers with purpose.
July 29, 2026
At Janney, we're committed to fostering an environment where women financial advisors can grow, lead, and make a meaningful impact. Hear how Financial Advisor Lorrie Riggs has built a rewarding career at Janney over nearly four decades and why our collaborative culture continues to make a difference.
July 17, 2026
Tax Overlay Management
Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://www.janney.com/wealth-management/solutions/tax-overlay-management
#TaxPlanning #PlanforMore #WealthManagement #Janney
July 16, 2026
I'm pleased to welcome Ginsburg Private Wealth, led by Financial Advisor Keith Ginsburg, to Janney's Miami office. The team joins us from Raymond James and manages more than $300 million in client assets.
Experienced advisors continue to choose Janney for the flexibility to grow their practice, personalized support, and an advisor-first culture that puts clients first. If you're evaluating what's next for your practice, let's connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/07/15/ginsburg-private-wealth-joins-janney-in-miami
July 10, 2026
Building Better Password Habits
Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.
Read more about simple ways to improve your online security.
#Cybersecurity #FinancialWellness #Janney
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
July 01, 2026
MyJanney Mobile App
Your financial life moves with you, and your technology should too.
The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.
Watch the short video and visit our website to see what’s new: https://www.janney.com/wealth-management/client-resources/online-access-digital-services/online-access-mobile
#Janney #MobileApp #PlanforMore
June 17, 2026
Outlook 2026: Mid-Year Update
In its 2026 Mid-Year Update, Janney’s Investment Strategy Group shares its outlook for the economy, equity and fixed-income markets, and key investment implications for the remainder of the year.
June 15, 2026
Enhance Your Legacy Through Annuity Maximization
Planning for the legacy you want to leave may involve more than simply naming beneficiaries. Explore how annuity maximization may fit into your broader wealth transfer goals.
June 10, 2026
I’m excited to share that Janney has expanded into Akron, Ohio with the addition of Financial Advisor Guy Jardine, formerly with Raymond James. His decision to join Janney reflects the growth we continue to see across Janney with advisors seeking a boutique, advisor-first culture backed by the resources and flexibility to serve clients their way.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/06/10/financial-advisor-guy-jardine-joins-janney-in-akron--ohio
June 09, 2026
Plan for 100: Income Planning for a Longer Life
Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.
