November 13, 2024
I recently had the privilege of serving as a panelist alongside my colleagues and Shurdonna Joseph, Janney’s Director of the High Net Worth Consulting Group. Together, we shared best practices with our peers on leveraging Janney’s extensive resources to meet the complex needs of our clients.
October 16, 2024
WE DID IT! With all of your generous donations, JANNEY Hackensack in partnership with Jersey Cares was able to collect children’s Halloween costumes, as well as plenty of accessories & treat bags for children in need across the state of New Jersey. We can't thank you enough for helping us provide children with the chance to enjoy a fun and festive Halloween! Please visit the Jersey Cares website for more information about the costume drive: https://www.jerseycares.org/Halloween_Costume_Drive
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 05, 2024
WE DID IT! Thanks to all the generous donations, the Hackensack Office in partnership with the Bergen Family Center, collected school supplies for children in Bergen County for the new school year. Children in need were given backpacks filled with supplies that will help them begin the school year with the basic tools they need to succeed. The Bergen Family Center serves the community with programs for families like an After School Program for young children, Counseling, Tutoring and College Prep for Teens, and Care Management for the Homebound Elderly. To learn more about The Bergen Family Center and their programs, visit their website at: https://bergenfamilycenter.org/
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 24, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 18, 2024
Getting Organized by taking a financial inventory
Your Daly Dose: Getting Organized by taking a financial inventory
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 20, 2024
I am humbled to have been named by AdvisorHub as one of its 250 “Advisors to Watch - 2024” https://www.advisorhub.com/advisors-to-watch-under-1b-2-2024/
It feels good to be recognized for doing what I love!
Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
June 20, 2024
I'm thrilled to announce the addition of my new team member: Owen Corry, Private Client Associate ! Owen will be joining the Hackensack, NJ branch and working with Helen and I as a Private Client Associate focusing on client service. Owen is a recent graduate of the New Jersey Institute of Technology (NJIT), where he earned a B.S. in Financial Technology and an MBA with dual concentrations in Finance and Marketing. During his time at NJIT, Owen was a member of the Men's Lacrosse team and served as team captain for two years. Outside of the office, Owen enjoys outdoor activities, sports, and spending quality time with his family. As an avid lacrosse player, Owen spends some of his free weekends coaching youth lacrosse. Owen can be reached at 201.883.5605 or ocorry@janney.com Please join me in welcoming Owen!
June 19, 2024
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
Your Daly Dose: Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 24, 2024
The Cost of Waiting to Invest Effect on Your Wallet Tomorrow
Your Daly Dose: The Cost of Waiting to Invest Effect on Your Wallet Tomorrow
www.YourDalyDose.com
#YourDalyDose #WealthManagement #Janney
May 15, 2024
Janney's 2024 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, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 03, 2024
I recently had the privilege to support CASA of NJ, a charity whose vision is a world where every child who is at-risk or has experienced abuse or neglect is given the opportunity to thrive in a safe and loving permanent home. I find great joy in being able to help the community through charities and when they are near and dear to the hearts of my clients it makes it even more special. You can find out more about CASA of New Jersey by visiting their website www.casaofnj.org and please don’t hesitate to reach out and let me know what charities you are involved with so that I can help with them too!
