October 22, 2026
Fundraising for Nonprofit Organizations, Bottle Return Drives – CLYNK
We love using Clynk for our deposit bottles at work to contribute to our favorite charities, like Girls on the Run- Maine, Animal Refuge League of Great Portland, and The Root Cellar.
https://www.clynk.com/partner-with-us/clynk-to-give/
October 14, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
October 08, 2026
The Importance of “What if” Planning
Life doesn’t always go according to plan. Considering the “what ifs” can help you understand how unexpected changes may affect your finances and prepare for different possibilities. Explore how scenario planning can help you build greater flexibility into your financial plan.
October 07, 2026
How to Start a Family Conversation About Estate Planning
Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.
October 06, 2026
Janney | MyClearMatch
Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.
Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.
Explore ClearMatch to learn more.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
September 30, 2026
Morrison Center 75th Anniversary Gala
We're celebrating the important work of The Morrison Center, and the three decades plus of service by FA Dan Honan to their mission: https://givebutter.com/c/morrisongala?gba_donor_ref=7ft72cZksv4zPfS2
September 24, 2026
The Best Growth Strategy is Knowing Exactly Who You Serve
For Financial Advisor Amy Begnaud and her team, using client insights and Janney’s resources to better understand and engage the clients they serve helped strengthen their marketing and more than double traffic, referrals, and prospective clients.
Read the full AdvisorHub article to learn more about the approach behind their growth.
September 16, 2026
September Investment Perspectives
What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.
September 15, 2026
Losing the Long End
What could today’s elevated long-term interest rates mean for the path ahead?
In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.
#MarketInsights #FixedIncome #JanneyInsights
September 09, 2026
Protecting Your Financial Legacy
A financial legacy is about more than what you leave behind.
Thoughtful planning can help align your assets with your goals, priorities, and the people and causes that matter most to you. Click the link to explore key considerations for protecting your financial legacy.
#LegacyPlanning #FinancialPlanning #Janney
September 01, 2026
Leave a Larger Legacy Using IRA (RMD) Maximization
If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 26, 2026
I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.
Welcome to Janney!
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/08/17/madura-private-wealth-group-joins-janney-in-lake-forest--illinois
August 24, 2026
Why Human Advice Still Matters in an AI-Driven World
Can technology understand what matters most to you? In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning.
August 13, 2026
I’m pleased to welcome Financial Advisor De Forest Johnson to Janney in Wilmington, Delaware. Previously with Ameriprise, De Forest joins Chesapeake Wealth Advisor, an established eleven-person team. I'm excited to see him continue serving clients alongside the team with the support of Janney.
If you’re thinking about what the right partner could look like for your business, let’s connect.
August 12, 2026
August Investment Perspectives
What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.
August 11, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
