News and Commentary
Video Library
LaCroix Wealth Management Joins Janney
Hear from the team about their move to Janney, what it means for you, and what to look forward to in this new chapter!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 12, 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.
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.
April 27, 2026
After 20 years of helping clients navigate their financial lives, I am proud to announce the launch of LaCroix Wealth Management at Janney Montgomery Scott. Founded in 1832, Janney is the second oldest seat on the New York Stock Exchange. A private company, our focus is 100% on our clients' investment and wealth management picture.
This decision took a lot of due diligence on where our team can best serve clients. Jessica Miller will still be a client's first point of contact and Gatis Zigats has been elevated to Wealth Planning Associate.
Our excitement level is off the charts as we begin this new chapter.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
