Recent Updates

Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan. Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.

In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity. Read the full report by clicking the link below.

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth. In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including: Permanent changes to income and estate tax provisions New and expanded tax deductions Planning opportunities when addressing your taxes We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!

Congratulations to our 11U travel tournament baseball team, led by my youngest son Ethan, on their Championship at the Space Coast Complex in Viera, FL earlier this month. We are very proud of their accomplishment and look forward to an exciting year of baseball ahead.

As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.

In our Mid-Year Update, Janney’s Investment Strategy Group shared a constructive view on equity markets. As that outlook begins to take shape, a key question arises: Could the momentum continue? We explore potential market drivers and conditions that may influence the next phase of the investment landscape. Read more here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/24/price-target-hit!-now-what

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.

As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.