News and Commentary
News
Janney’s Women Advisors Forum in Philadelphia
I’m honored to have been selected to serve on the Janney Women Financial Advisors Advisory Board, which provides strategic oversight, governance, and leadership to advance Janney’s mission of empowering and supporting female Financial Advisors.Melissa Garrett, Chair of the Women FA Advisory Board and Dawn Dupre, Member of the Janney FA Council.
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
September 17, 2026
I’m proud to serve on Janney’s Women Financial Advisor Council and to support efforts that help more women see the possibilities of a career in wealth management. This profession offers the opportunity to make a meaningful difference in clients’ lives while building a career with flexibility, growth, and purpose.
Hear from women financial advisors across Janney as they share what inspired them to enter the profession and why they are passionate about helping pave the way for the next generation.
September 14, 2026
Losing the Long End
What could today’s elevated long-term interest rates mean for the path ahead?
In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.
#MarketInsights #FixedIncome #JanneyInsights
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
