News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 05, 2026
On Saturday, October 3rd, our office held our 2nd Annual Shred It Event inviting clients to come recycle old documents and statements. Last year we filled over 8 recycling containers (65g each totaling 520 gallons of recycled paper). This year we were able to recycle over 3,250 gallons of paper and filled 50 containers. Thanks to all of our clients that came out to support this event and help reduce landfill waste and other environmental benefits impacted by a secure shredding program as well as aid in their own safety and protection from identity theft & cyber security risks. We look forward to seeing you all again next year if we continue this important initiative.
November 02, 2026
Long-Term Care Solutions at Janney
Determining a long-term care solution that best fits your needs depends on many factors. Watch our video to learn more.
October 29, 2026
The Benefits of Transferring Wealth During Your Lifetime
Building a legacy doesn’t always have to wait.
Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.
#EstatePlanning #LegacyPlanning #Janney
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
