Recent Updates

At Janney, we continually seek ways to enhance our level of service, guidance and resources we provide to you. With that in mind, I am excited to share important news regarding the continued growth of our practice. I will be expanding my practice to include Mitch Altro, Jeff Schnee, and John Ruggiero – who are all advisors that I have worked closely with in Boca Raton for many years. In addition to Hina Iervolino, we are adding Faith Sutter and Sandy Lashmit to the support staff and who will be a welcomed addition to the team providing dedicated client service: EMPIRE COAST WEALTH PARTNERS I have worked alongside these advisors for many years and admire how they run their practices. Mitch Altro and Jeff Schnee have led Legacy Wealth Advisors for many years and have been recognized as a Forbes Best-in-State team every year since 2022. John Ruggiero was the lead advisor for The Heritage Wealth Management Group team who have expanded to maintain an office in Westchester, NY and Boca Raton, FL. John Iervolino and I have worked together for 10 years to manage the Florida region and my practice and I am so grateful that he is continuing with us in this next chapter. Jeff and I have been working as colleagues in the industry since 1993. I hired Mitch in Fort Lauderdale 12 years ago and since brought him to Boca. John came to Janney in 2008 and have grown a mutual admiration for how each other run our practices. We all have deep connections with and admiration for the other advisors that are forming Empire Coast Wealth Partners, making this a truly exciting next chapter in my career. While each of us has a unique background and perspective, what makes this partnership so powerful is how closely aligned we are in our values, philosophy, and commitment to serving our clients. Our team is so excited to start formally working together to help clients in Preserving Heritage and Building Legacy for generations to come. While I will still be your primary financial advisor, you now have the added benefit of this collaborative team working together on your behalf. As Empire Coast Wealth Partners, we are excited about this next chapter and the opportunities it creates to serve you at a higher level. Please feel free to contact me with any questions or visit our website for more details. For more information about awards referenced, including relevant criteria, please visit www.janney.com/award-disclosures. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

September is Life Insurance Awareness Month—a reminder that life insurance can support a range of financial planning needs. Beyond protecting loved ones and replacing income, it may also support broader goals around retirement income, estate planning, and legacy planning.

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow. Read more about simple ways to improve your online security. #Cybersecurity #FinancialWellness #Janney

Your financial life moves with you, and your technology should too. The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are. Watch the short video and visit our website to see what’s new: https://www.janney.com/wealth-management/client-resources/online-access-digital-services/online-access-mobile #Janney #MobileApp #PlanforMore

Following the Federal Reserve’s decision to hold overnight interest rates steady, our Investment Strategy Group explores what Chair Kevin Warsh’s first FOMC meeting could mean for inflation trends, monetary policy, and the market outlook.

Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.

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.

Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.

With the Federal Reserve holding interest rates steady at its latest meeting, our Investment Strategy Group shares perspective on the leadership transition, energy-driven inflation uncertainty, and the implications for markets and investors.

In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

Learn more about the latest developments in the Iranian conflict in this week’s Investment Strategy Group update.

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Planning ahead today can help spare your loved ones from difficult decisions tomorrow. Learn how to manage end-of-life costs, express your wishes, and protect your legacy.

Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.