Recent Updates

Explore Janney's 2025 Market Outlook for valuable insights into our expectations for the year ahead!

What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.

The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

Giving the gift of education is one of the most impactful ways to support a loved one’s future. A 529 savings plan, with its tax benefits and flexibility, offers a smart way to contribute to their success while creating lasting opportunities.

We are welcoming Eliot Latchaw to our team!! With over 30 years of distinguished service in law enforcement culminating in the rank of Captain, Eliot Latchaw brings a wealth of leadership, strategic decision-making, and community focused experience to the financial services industry by joining our team. As a former law enforcement executive in one of the nation’s largest police agencies, Eliot has consistently demonstrated integrity, accountability, and a commitment to serving others. Qualities that now guide his approach to helping clients achieve their financial goals. Recently earning a degree in Finance and retiring from law enforcement, Eliot has begun a second career and joined the Ozazewski/Decker/Plunkett Wealth Management Team at Janney Montgomery Scott LLC as a Financial Advisor Trainee. His unique combination of leadership experience and academic excellence enables him to provide a disciplined, solutions-oriented approach to financial planning. Eliot is committed to understanding each client’s unique needs and delivering tailored strategies that prioritize their long-term financial well-being. Clients can trust Eliot to be a dependable partner in their financial journey. Eliot’s law enforcement career instilled in him a deep sense of responsibility, the ability to manage complex situations, and a steadfast dedication to protecting and serving. These traits translate seamlessly into his new focus as a financial advisor trainee, where he is devoted to safeguarding clients’ financial futures with that same level of care and commitment he has had his whole life. Outside of work, Eliot is passionate about community involvement and mentoring others while enjoying time with his family and friends. Eliot believes in empowering individuals to make informed financial decisions and strives to build lasting, trusted relationships with every client he serves.

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

Join the Bel Air office for our annual document shredding event. This Saturday October 5th from 9am-12pm, in our parking lot at 116 Hays Street, Bel Air, MD 21014. This event also benefits Socktober! A charitable initiative that provides new socks to homeless shelters. A dropbox will be available. Any donation is appreciated!

Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning: https://tinyurl.com/46sjzkup

Year-End Planning & Election Update with Jeff Bush. Join our exclusive virtual seminar! Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track. Only those who register and attend can access the post-event recording, so don’t miss out!

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.

What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute. Sponsored by: Nationwide

Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.

The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.

What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group

Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?

In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.