October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
August 14, 2023
Pittsburgh Complex Client Appreciation Event at Phipps Botanical Garden in Pittsburgh.
August 02, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.
July 11, 2023
Next up in the profiles of Financial Advisors in the Pittsburgh Complex is Bill Barth. He has been with Janney in Wexford PA since 1997, holds the AWMA®️ designation, and earned his Bachelor of Science in Finance with a specialization in investment and portfolio management from Penn State. His team, Starr Barth Wealth Management, was recently named to Forbes Best in State Wealth Management Teams list. He and his team are valuable members of our complex.
July 03, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.
June 26, 2023
The Washington Update
An overview of the political environment, prospective legislation, and strategies for investment and retirement planning. Congress passed a spate of legislation last year, including SECURE Act 2.0, which extends the “ROTHification” of retirement savings in the United States. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar. Political and financial correspondent Jeff Bush will provide a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning to help you stay on track toward your financial goals.
June 12, 2023
This week, I am featuring another Financial Advisor in the Pittsburgh Complex. Doug Stirling is a 25-year Janney veteran who holds the CAP®️ and AWMA®️ designations and was named Janney Financial Advisor of the year in 2014. He was also selected to participate in the Investment Decision and Behavioral Finance program at Harvard, a cutting-edge program based upon a revolutionary approach to investment decision-making. He’s uniquely positioned to provide the highest quality of service to his clients. I’m thrilled to support him and his practice.
May 18, 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 11, 2023
Meet Financial Advisor Lance McCoy who is an integral member of the Pittsburgh Complex. He began his career at Janney in 1993 and quickly became the youngest Branch Manager appointed at Janney. Lance has been recognized multiple times for his dedication to clients, earning the firm's most prestigious honor "Financial Advisor of the Year" in 2005. He was also selected to participate in Janney's CEO Roundtable for his success as Branch Manager. He is the type of person to be the first to arrive at the office and the last to leave. As complex manager, his dedication to clients is unmatched. I’m proud to have on my team.
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 11, 2023
Over the next several months, I am going to spotlight the many talented Financial Advisors in the Pittsburgh Complex of Janney Montgomery Scott LLC. First up is Nate Snyder of Bishop Wealth Management Group. Nate has a bio filled with success, including recently being named a Forbes 2023 list of Best in State Wealth Advisor. He is a graduate of Harvard, earned his MBA from the Tepper School of Business at Carnegie Mellon and is a Chartered Financial Analyst. Nate coaches' youth sports in his local community of Upper St Clair. I’m proud to have him part of our team!
April 05, 2023
Forbes Recognizes 36 Janney Financial Advisors as Best-in-State Wealth Advisors
I'm excited to share that our very own Lance McCoy, Nate Snyder, and Doug Stirling were all named to the Forbes 2023 list of Best in State Wealth Advisors! I'm proud to have these talented and dedicated Financial Advisers part of the Pittsburgh Complex at Janney.
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.
April 03, 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.
March 29, 2023
Best wishes to Pat Bird on her retirement! We will miss you in our Pittsburgh Branch.