November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 24, 2025
I’m pleased to welcome Financial Advisor Patricia Selin to Janney in our Boca Raton, Florida office. Patty joins us from Morgan Stanley and continues our recruiting momentum in Florida.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/22/financial-advisor-patricia-selin-joins-janney-in-boca-raton--florida
October 20, 2025
I’m excited to welcome Belice Leininger Private Wealth to Janney’s Pittsburgh office. The team joins us from UBS, drawn to our rare combination of a boutique culture with the strength and resources of a larger firm.
If you’re looking for a firm that puts you first, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/16/belice-leininger-private-wealth-joins-janney-in-pittsburgh
October 14, 2025
I’m pleased to welcome Lord Kirstien Wealth Management to our Media, Pennsylvania office. The team joins us from Morgan Stanley and was attracted to our advisor-focused culture and flexibility to run their practice, backed by the resources and support to help them grow.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/10/lord-kirstien-wealth-management-joins-janney-in-media--pennsylvania
October 10, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
October 02, 2025
Government Shutdown
Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals.
Click the link to read the latest report.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
September 03, 2025
I’m excited to welcome Financial Advisors Billy Hendrickson and John Rader to Janney. The team joins our Roanoke, Virginia office from Davenport & Co. with more than 50 years of combined industry experience.
I’m confident that at Janney, they’ll have the resources and support to continue delivering exceptional client service and feel empowered to grow their practice. If you’re looking for a firm where you can focus on your clients, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/09/02/financial-advisors-william-hendrickson-and-john-rader-join-janney-in-roanoke--virginia
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 20, 2025
I’m excited to welcome Kurt Uzbay, Executive Vice President/Investments, to Janney’s Hauppauge, NY office. He joins from Stifel and brings more than 30 years of experience.
Kurt’s decision underscores the appeal of Janney’s advisor-centric culture, flexible platform, and personalized support. If you’re exploring a new path, I’d love to talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/18/janney-welcomes-financial-advisor-kurt-uzbay-in-hauppauge--new-york
July 08, 2025
I’m excited to welcome Griffin Wealth Management to our Hunt Valley, Maryland office. The five-person team joins us from Raymond James and is led by Financial Advisor and Branch Manager Kevin Doyle.
With access to Janney’s flexible platform and personalized support, I look forward to seeing the team continue to grow their practice and deliver even greater value to their clients. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/07/janney-welcomes-griffin-wealth-management-in-hunt-valley--maryland
July 03, 2025
I’m excited to share Janney has opened a new office in Short Hills, New Jersey with the addition of Clark Brothers Wealth Management, formerly of UBS. This marks continued momentum in North Jersey, where we’ve welcomed 11 Financial Advisors across three branches over the past three years.
I look forward to seeing the team thrive at Janney, where they have the boutique support and flexible capabilities to grow their practice and serve their clients.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/06/26/janney-opens-office-in-short-hills--nj-with-addition-of-clark-brothers-wealth-management
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
