News and Commentary

Founding Members
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Joseph Watson
We have dedicated this page to our dear friend and former colleague, Joe Watson.
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Gary Rooth
We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.
Frequently Asked Questions
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FAQs
We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 03, 2024
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Using Life Insurance as a Retirement Planning Tool
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.
August 01, 2024
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How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 02, 2024
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Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image sargentwealthmanagement@janney.com
Phone Image 267.685.4205