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.
May 19, 2025
IRS Limits on Retirement Plan Benefits
If you sponsor a 401(k) plan, here is a helpful guide that includes 2025 contribution and compensation limits, including the new special catch-up contribution.
May 16, 2025
Market ups and downs don’t have to derail your retirement strategy.
This article outlines three steps to help you stay focused on long-term financial planning goals.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/01/navigating-volatile-markets-during-pre-and-post-retirement
May 13, 2025
Grateful for a memorable weekend in Denver with my son, Porter Stanley. We caught a Colorado Rockies game while in town for a fascinating investment conference hosted by Transamerica Funds, which I was honored to be invited to.
What was even more rewarding than the game and the investment insights was sharing the experience with my son as he begins to chart his own path post-graduation. Moments like these, where personal and professional worlds intersect are a reminder of why we do what we do.
Here's to building legacies and enjoying the journey along the way!
May 10, 2025
This week, I had the joy of hosting a Mother's Day cookie Decorating class for some of the amazing women (and their families) I've had the privilege of working with.
Financial planning is often about legacy. This event was a reminder that legacy is built during sweet moments of learning & laughter. We are so honored to be part of that journey. Thank you to John Erdos from BlackRock for providing market insights and Chef Jossie Lukacik, 2024 TLC Holiday Cookie Challenge winner and owner of The Sweet Spot Studio in Charlotte for the custom "Mother's Day Brunch" themed cookies.
Happy Mother's Day to all the nurturers, planners, providers and cookie artists out there!
#MothersDay #ClientAppreciation #WomenandWealth
May 09, 2025
Attention business owners! Protect your business and plan for the future with smart insurance strategies built for long-term growth.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/05/insurance-solutions-for-business-owners
May 01, 2025
From the moment he could walk, I knew he'd stand tall. Today, my son stands even taller---as a soon-to-be graduate of Roanoke College with a bachelor's in business administration and a minor in Finance. I've watched Porter balance basketball, internships, FINRA exams, sports injury and academics with focus, determination, and resilience. I've been privileged to watch my son grow into a man of character, discipline, and ambition--qualities that serve him on and off the court. His ambition has also led him to pursing his MBA very soon. As a father and professional, I couldn't be prouder. Congrats Porter!
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 23, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
April 21, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 27, 2025
Stocks Rebound from Correction Territory and React Favorably to Fed Meeting
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
March 26, 2025
Secure 2.0 Act: What Plan Sponsors Need to Know Now
The SECURE 2.0 Act is bringing key changes that will impact retirement plan design and participant savings strategies in 2025. Here’s what you need to know to prepare.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
