News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
April 06, 2026
I recently had the opportunity to lead a virtual education session with Geordy Wells and Bridget Ciaramitaro at Thrive Nonprofit Consulting and their partners on "Strategic Giving for Maximum Impact".
We explored how thoughtful planning can enhance charitable giving outcomes for both donors and the organizations they support. Key topics included:
• Donor-Advised Funds (DAFs) as a flexible, tax-advantaged giving vehicle
• Qualified Charitable Distributions (QCDs) as a strategy for individuals over 70½
• The potential benefits of donating appreciated assets as part of a broader tax-aware giving strategy
These tools, when used as part of a comprehensive financial plan and based on individual circumstances, can help align charitable giving with broader financial goals.
Grateful to collaborate with a group so committed to helping nonprofits and donors make a meaningful difference.
If you are thinking about how to give more intentionally or want to explore these strategies further, I would be happy to connect.
Janney Montgomery Scott LLC does not provide tax or legal advice. Please consult with your tax or legal advisor regarding your individual situation.
#StrategicGiving #Philanthropy #Nonprofits #DAFs #QCDs #FinancialPlanning #FinancialAdvisor #GivingBack #JanneyMontgomeryScott
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
