June 01, 2023
Kickoff summer this weekend in Portland, Maine
It's officially summer in Portland! This is just one of many events of interest in our neighborhood. Please come and enjoy yourselves. https://www.nationalfisherman.com/kickoff-summer-this-weekend-in-portland-maine
June 01, 2023
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
In this article, explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
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 18, 2023
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The Secure Act 2.0 has several provisions designed to help you save for retirement whether you’re near retirement or just starting your first job. Read more about these changes and how they could benefit you.
May 17, 2023
Underlying Inflation Pressures Continue to Pose Market Headwind
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
May 16, 2023
Will ORielly Joins Janney as Head of Investment and Wealth Solutions
We’re pleased to announce the addition of Will ORielly as Head of Investment and Wealth Solutions. He will lead a team of professionals who help identify products, services, and technologies that allow our Financial Advisors to effectively address evolving client needs.
May 10, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 10, 2023
Will there be a recession later this year?
Janney’s Chief Investment Strategist, Mark Luschini, appeared on Fox Business to discuss his market outlook and key short- and long-term economic indicators.
May 06, 2023
Markets Enter May as Investors Assess Earnings, Data
Our Investment Strategy Group examines what might be ahead in May for the stock market after assessing earnings and other key data.
May 05, 2023
The mother of Dan Honan, our financial advisor, and the grandmother of Nellie Honan, our financial advisor, sadly passed away recently. In recognition of her accomplishments, the State of Maine honored her on April 25, 2023 in a session of the legislature. Our very best wishes to the whole family on this honor bestowed on Mary T. Honan.
May 05, 2023
Republican Bill Moves Debt-Ceiling Process Forward
Our Investment Strategy Group offers six key points for investors to know after House Republicans passed a debt ceiling bill.
May 04, 2023
Financial Advisor Tyler Hamilton Joins Janney
We’re pleased to welcome Financial Advisor Tyler Hamilton. Previously associated with The Stanley-Laman Group, he joins Sargent Wealth Management, a premier team of experienced financial professionals based in Yardley, PA, Raleigh, NC, and Mt. Laurel, NJ.
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 29, 2023
Estate Planning for Procrastinators
Are you procrastinating on your estate plan? Read this article for tips to get started and a few ideas that may help reduce the tax bill.
April 24, 2023
Strength & Stability | Janney Montgomery Scott
Be confident the firm you choose today will be the same one you work with tomorrow. Learn more about Janney’s pillars of stability and our legacy of more than 190 years.
April 13, 2023
Portfolio Construction
Our Investment Strategy Group reviews the importance of constructing a balanced portfolio and how to tailor it to your specific investment needs. Read more.
