Recent Updates

Last week, we had the joy of gathering with our amazing clients for our annual Mystic Client Appreciation Dinner — a chance to say thank you for the trust, relationships, and community we’ve built together. This year, we wanted our celebration to extend beyond the room… so we partnered with The Shoreline Soup Kitchen & Pantries to collect food donations for local families in need. Thanks to the generosity of our clients, we filled our donation bins and our hearts. ❤️ We are truly grateful for a community that not only supports us, but also shows up to support others. Together, we can make a difference — one meal, one act of kindness, one evening at a time. Thank you to everyone who joined us and contributed. We look forward to continuing to serve you and our community in meaningful ways. ✨ With gratitude, Donna, Adam, Stephen, and Lisa

In an ongoing effort to provide unparalleled service to our clients, the Judge & Associates Wealth Management team is pleased to announce the addition of new team member: Lisa Sowers, Registered Private Client Associate Lisa brings over 25 years of experience in the financial services industry to the team, with a strong background in working with clients and managing complex financial processes. She supports the team as a Registered Private Client Associate, ensuring each client’s experience is seamless, personalized, and aligns with their unique financial goals. With a background in institutional and retail financial services, most recently at Merrill Lynch, Lisa assists with client onboarding, account management, and investment operations. Originally from New York, Lisa has been a resident of Connecticut for over two decades. Having raised her family in Guilford, she is now a resident of Niantic and loving her new town. Outside of work, Lisa spends most of her time with family. She also enjoys cooking, gardening, and long walks at Hammonasset. Lisa can be reached at lsowers@janney.com or 860.661.0805 Please join us in welcoming Lisa!

The Judge & Associates Wealth Management team is pleased to announce that Adam Bouley, who many of you know from his role as Registered Private Client Associate, has officially earned the title of Financial Advisor. This achievement reflects Adam's dedication to professional growth, hard work, and commitment to our clients. Over the years, he has been an invaluable member of our team—supporting clients and ensuring an exceptional service experience. A recent graduate of Janney's Financial Advisor Development Program, Adam participated in a rigorous nine-month program which provided comprehensive training on client service, technical knowledge, business development, and practice management. Now, as a Financial Advisor, Adam will work more closely with clients to provide personalized guidance and support as they pursue their financial goals. We’re proud to have Adam bring this expanded level of service to our clients and look forward to the value this will bring every relationship. Please join us in congratulating Adam on this accomplishment!

Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

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.

Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals. Click the link to read the latest report.

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.

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.

Make tax season easier by taking a few simple steps now. Check out this guide for tips on deductions, withholdings, and maximizing tax-advantaged savings.

Janney clients registered for Online Access can use the Document Vault—a free, secure, and convenient space to store and access financial, household, and personal documents. Explore this list of essential documents to consider storing in the Document Vault.

When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.