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.
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.
