News and Commentary

The season of giving is upon us, and you may be thinking about giving to the causes you value most. Consider supporting your favorite charities—and maximize tax benefits—by using a donor-advised fund (DAF) through the Janney Charitable Giving Fund. I would love to discuss this opportunity with you, so please reach out. You can read more about DAF benefits below. Now is also a good time to prepare for the upcoming tax season by taking advantage of a few essential year-end strategies. Let’s schedule a call soon to evaluate your current tax situation.

September is a great time to take stock and plan. It's also Life Insurance Awareness Month—so consider how life insurance fits into your financial plan by reading the article highlighted below.

Happy Fall! Around the time of a major election, financial markets are famously erratic and unpredictable. Don’t let the turbulence set you off course. Below, check out a new article by Martin Schamis, Janney’s Head of Wealth Planning, for strategies to help navigate this market volatility. October is National Estate Planning Awareness Month—a great time to get your estate in order. Contact me today so we can accomplish this important task together. Plus, don’t miss our Investment Strategy Group’s ongoing analysis and commentary on the race for the U.S. Presidency.