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.
November 12, 2026
Ready to Retire? 10 Decisions to Make Before You Do
Are you ready for retirement? Beyond choosing a retirement date, it's important to consider how your finances, health care needs, and personal goals will come together to support your next chapter. Read the article for 10 important questions to consider before retiring.
November 11, 2026
Michelle and Paxson Keates, former Board Member, attended the 2026 Shore Medical Center Gala – A Cause to Celebrate!
For more than 85 years, Shore Medical Center has remained committed to providing exceptional care and advanced treatment options to communities throughout Southern New Jersey.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
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.
