October 09, 2025
Pittsburgh Complex annual golf outing at the Fox Chapel Golf Club brought together a wonderful mix of camaraderie, spirited competition, and heartfelt generosity. Our efforts raised funds for 412 Food Rescue, a remarkable local group dedicated to rescuing surplus food and delivering it to neighbors facing hunger.
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 06, 2025
The Pittsburgh Complex of Janney Montgomery Scott would like to congratulate Ryan McNamara Forbes 2025 Best-in- State Next- Gen Wealth Advisor.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or your Financial Advisor.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 11, 2025
The Pittsburgh Complex would like to congratulate, Nate Snyder, Executive Vice President / Investments Financial Advisor. Nate has been named to AdvisorHub's 2025 Advisors to Watch list. (OVER $1B)
For more information about any awards referenced, including relevant criteria, please visit https://lnkd.in/eh2V5zc9.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 20, 2025
The Pittsburgh Complex hosted a client event at the Heinz History Center, where attendees enjoyed the Great Hall and explored the fascinating exhibits. These exhibits highlight 250 years of Pittsburgh's rich history. Recognized as Pennsylvania's largest history museum and a proud affiliate of the Smithsonian Institution, the History Center provided an ideal backdrop for our gathering. We are grateful to all our clients who participated and shared their positive impressions of the event. Your support is truly valued!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 21, 2025
Janney's Mid-Year Market Update
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, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
May 07, 2025
The Pittsburgh Complex extends our heartfelt congratulations to Doran Young. Congratulations on 10 years of leadership and success! We appreciate your guidance and support!
May 02, 2025
Janney’s Pittsburgh Complex hosted a regional workshop focused on Alternative Investments to enhance portfolio performance. Special guest speakers joined us for the day to encompass strategies that fall outside of traditional equity and fixed-income solutions.
.
These workshops were held to create the opportunity for all FAs in our complex to learn and benefit from the Alternative Investment resources at Janney. The Pittsburgh Complex is committed to the professional development at all levels and stages of career.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
