February 03, 2025

Outlook 2025
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.
January 30, 2025

Which Programs Should You Consider To Cover Health Care Costs?
Are you ready to retire??
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.
January 23, 2025

6 Tax Planning Opportunities Before the TCJA Sunsets
Did you know the Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025? Here are six things to consider helping mitigate your possible potential tax risk.
January 13, 2025

529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
January 02, 2025

Janney’s 2025 Market Outlook
Taking a look into what 2025 has in store for investors.
December 12, 2024

Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
Message me to learn more!
November 25, 2024

Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
November 25, 2024

Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
November 19, 2024

We Remain Optimistic on the Economy and Stocks Post-Election
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
November 12, 2024

Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
November 11, 2024

Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
October 28, 2024

Embrace the spookiness, creativity, and sweet treats that come your way. Have a fa-boo-lous Halloween.
October 03, 2024

Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
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 26, 2024

The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle
Our Investment Strategy Group examines how the bond market could respond in the month ahead to the Federal Reserve's recent rate cut, highlighting the key factors shaping today’s economic environment.
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.
September 03, 2024

And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
August 12, 2024

Three Strategies to Navigate Market Volatility
The best time to adopt new investing strategies is rarely in the middle of market volatility. However, it is a great time to review your financial plan and uncover any opportunities or benefits. Here are three actions to take during a volatile market.