News and Commentary
Carpenters' Entrepreneur Program
Starting Your Business
Starting a business can be a daunting, yet worthwhile venture for you and your family. The purpose of our program is to help you increase the chances of success for your business. We are here as a resource to walk with you through the process and help structure your business and personal finances so that your family’s livelihood isn’t at risk.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Retirement Planning
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Advice for Every Stage of Life
Building Your Financial Foundation (18-25)
Build a strong financial foundation by developing consistent saving and budgeting habits. Learning healthy money practices early on helps create long-term stability, reduce financial stress, and support future goals.
The Growing Years (26-35)
The focus moves beyond basic habits toward making thoughtful, long-term financial choices. This stage is about planning strategically, setting clear goals, and aligning every decision with future financial security and growth.
Expanding Your Stability (36-50)
Focus on reinforcing financial security while finding ways to maximize wealth growth. This stage involves refining investment strategies, managing risk effectively, and ensuring that your assets continue to work toward long-term prosperity.
Keeping Up With The Gormley Furlong Group
Phase 3 Retirement Planning Seminar – Carpenters Union Event
We recently hosted members of the Carpenters Union at the Janney Tunnel Club at Lincoln Financial Field for a retirement planning event led by Tim Gormley. This discussion focused on building long-term financial security through income coordination, survivor analysis, and fiduciary guidance.
Evercore ISI Research Conference
Kevin Keane and Timothy Gormley spent the past two days at the Evercore ISI Research Conference in New York, hearing directly from leading analysts across sectors including U.S. equity strategy, semiconductors, retail, health care, financial technology, and global industrials.
Medicare at 65: What You Need To Know
Avoid costly mistakes with smart timing and coverage choices. The Medicare rules can be confusing—and missing key deadlines can lead to permanent penalties. Here are the most important things to understand as you approach age 65.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
MASSIVE GOVERNMENT STIMULUS PACKAGE TO BRIDGE THE ECONOMY
In response to the coronavirus economic shock, the Senate and White House have agreed to a massive, unprecedented economic stimulus package designed to bridge the economy through this extraordinary period. This plan will be helpful to shallow the economic damage that has already been incurred, and will likely continue to be inflicted, until the outbreak subsides. While some details could change before final approval, major provisions included in the $2 trillion package are discussed below.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
