News and Commentary

Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.

The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions

I’m looking forward to attending the Barron’s Advisor Women Summit this week, where I’ll have the opportunity to connect with some of the industry’s most accomplished women advisors and learn insights for improving my practice and client service.