News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 11, 2025
Roanoke Financial Advisors Blend Generational Experience and Community Commitment - The Virginian Review
Read All About It! We are thrilled to announce that our story has been featured on the FRONT PAGE of the Virginian Review newspaper.
We've worked side by side for years, providing service and guidance to investors through COVID, periods of rapid inflation, and extreme uncertainty about the future.
I encourage everyone to check out our full article!
June 26, 2025
Bring Stability and Possibility to Your Life
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
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
