April 2023 Newsletter
April Showers Bring...
March 2023 Newsletter
Spring is Near!
February 2023 Newsletter
Stay Cozy this February
Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime
On February 15th, retired FBI Agent Jeff Lanza shared a very informative presentation about cyber security to Janney clients. In case you missed it, Jeff’s presentation can be viewed below. Please let us know if you would like us to send you the link to the recording or a pdf of the attachement!
January 2023 Newsletter
Welcome to 2023
December 2022 Newsletter
Winter is Here
November 2022 Newsletter
GrateFULL
October 2022 Newsletter
Welcome Fall!
September 2022 Newsletter
Football is back!
August 2022 Newsletter
Back to School!
July 2022 Newsletter
Beat the heat this summer!
June 2022 Newsletter
Summer has arrived!
May 2022 Newsletter
April Showers Bring May Flowers
April 2022 Newsletter
Spring is Here!
Home Bias
Watch along to learn about Home Bias
March 2022 Newsletter
March Madness!
February 2022 Newsletter
Valentine's Day and Super Bowl Fun!
January 2022 Newsletter
Getting the New Year Started!
Herd Mentality
Watch along to learn about Herd Mentality
December 2021 Newsletter
Learn about what is happening during the last month of 2021.
It’s Sweater Weather
Learn about the month of October by reading our Newsletter.
Autumn Skies and Pumpkin Pies
Learn about or tips and adventures we did in September. Also, It's that time of year where you can start to wear sweaters and comfy/ fuzzy socks! What do you love most about Autumn?
Beginning of Fall
September is when the weather starts to cool down and it is almost time for "sweater weather." Also, we have added a new member to our team.
Back to School
August is the time where students and teachers go back to school and weather starts to cool down!
Happy 4th of July
A little bit of summer is what the whole year is about!
School's Out!
June is here, and our team is looking forward to a fun filled summer.
Here Comes the Sun!
Our team is welcoming in the warm Spring weather in Cincinnati.
Valentine's Day, 2021 Style
Nothing says “I love you” like helping the world get back to normal! Happy Valentine’s Day, 2021 style.
Hello, 2021!
“It’s been a Long December and there’s reason to believe, maybe this year will be better than the last.”
- Counting Crows
Merry Christmas & Happy New Year!
In the spirit of tradition, our family would like to give back to you at Christmas by making a donation to your favorite charity.
Happy Thanksgiving!
Thanksgiving is only a few weeks away, and our team took some time to think about what we are most thankful for in 2020.
Fall is Here
Spooky season is here, and while trick or treating will look a little different this year, there are still plenty of COVID safe activities to do. We recommend heading to the pumpkin patch to pick out a pumpkin to carve, making some popcorn and watching a new scary movie, or trying out a virtual Halloween escape room!
Labor Day
Labor Day weekend is upon us, and it marks the unofficial end of the summer season. The annual celebration of workers creates a much deserved long weekend for many people. Take some time this weekend to relax and unwind from the stressful work week. Some ideas to help make the weekend a little more fun are a Picnic in the park, Kayaking or Canoeing, Golfing, Backyard Barbeque, or a Drive-In Movie!
Welcome Summer!
Summer will be here soon and with its arrival comes our longest days of the year. Whether you’re doing some extra grilling, swimming, or listening to your favorite summertime songs – “Surfin’ Safari,” “The Boys of Summer,” and “Summer of ‘69” are some of our favorites, enjoy the daylight and be safe!
Graduation Day!
Sam Mathis, who has been interning with us, has officially graduated from UC! He graduates with a 3.8 GPA in finance, with a specialization in financial planning.
CARES Act
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law.
Let Us Help Calm Fears
It is human nature to want to be helpful to neighbors, co-workers, family, and friends. Naturally, we heard from many clients over the past few weeks during this volatile market, and want to extend our industry experience and (hopefully) calming demeanors to your families, friends, co-workers. Please let us know if there is anyone, whom you feel could benefit from a conversation or second opinion on wealth management strategy and we are happy to reach out to them.
Valentine's Day
This month we celebrate Groundhog Day, Presidents Day, and, most importantly, Valentine’s Day. When we think about Valentine’s Day, we think of chocolate!
Holiday Giving to YOUR Charities
In the spirit of tradition, our family would like to give back to you at Christmas by donating to your favorite charity. Simply call us or send an email to Lisa at lwillhoite@janney.com and let us know the name of your favorite charity by December 23rd. On Christmas Eve, we will draw three (different) names from the pool of client charities, and those three charities will receive a cash donation from our family on your behalf.
Life Insurance Awareness
September is Life Insurance Awareness Month. Over the last number of years, improvements in average life expectancy have prompted changes in many aspects of our lives, and life insurance is no exception.
Top Next Gen Advisor - Chris Moler!
Congratulations to Chris for his recognition as one of the top Next Gen Advisors. The Forbes state-by-state ranking of America’s Top Next-Generation Wealth Advisors recognizes advisors based on a variety of industry factors. Read more here. pressreleases.janney.com
Back to School - ALREADY?!
Can you believe the summer is already almost over and the kids (or grandkids) will be going back to school? Here are some fun facts about back to school craziness to help you cope!
July has been HOT in Cincinnati
With the summer in full swing, you might be running out of ways to describe the sweltering heat. Why not look to the rest of the country for inspiration? These colorful expressions will help you really get your point across.
Preventing Cybercrime
Tips for preventing Cybercrime from an ex FBI Agent.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
The Changing Landscape of 529 Plans
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.
Portfolio Construction
A home and investment portfolio are two of the most important family assets.
