June 02, 2023
Make Long-Term Care a Part of Your Financial Plan
Having a plan in place for long-term care needs may help you and your loved ones navigate a difficult time without additional financial and emotional stress. Here are some questions to consider.
June 02, 2023
This May we celebrated the grand opening of our Janney office in Boca Raton. Thank you to all who made this opening a success. We look forward to our continued growth in the region.
May 11, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 08, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
In the rare case of a bank collapse, FDIC insurance helps safeguard the money you deposit into your accounts. Learn more about how the insurance works, what accounts are covered, and how to increase your coverage.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 25, 2023
Financial Planning: Helping You See the Big Picture
April is Financial Literacy Month. Read more about the importance of financial planning and how it can help you achieve your unique goals like owning a new home, starting a business, or retiring comfortably.
April 20, 2023
Remaining Cautious on Our Outlook
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
April 06, 2023
Market Observations as We Begin the Second Quarter
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
April 06, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
April 03, 2023
Anticipating a large tax bill?
Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
March 30, 2023
I recently received my certification in Long-Term Care. Contact me to discuss how you can protect yourself and your loved ones.
March 30, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
March 30, 2023
Thoughts on Interest-Rate Cycle and Differences from 2008
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 11, 2023
Credit Card Spending and Your Financial Plan
Used responsibly and strategically, credit cards can help manage your finances, assist with short-term cash flow needs, and facilitate the building of stronger credit. Read more about how to effectively use credit cards.
February 23, 2023
Look Out For These Top Tax Scams When Filing Your Taxes
Tax scams tend to spike from December through April. Protect yourself and read more about some of the most common tax scams.
