News and Commentary

When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.

SCHEINKER LEGACY WEALTH ADVISORS NAMED TO FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST FORBES BEST-IN-STATE AWARD Scheinker Legacy Wealth Advisors has been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the third consecutive year. “Congratulations to Scheinker Legacy Wealth Advisors on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. ABOUT SCHEINKER LEGACY WEALTH ADVISORS No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. Scheinker Legacy Wealth Advisors was established to take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to meet them. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life. Our strategy is straightforward- our clients tend to be super-achievers whose time is at a premium. We aim to simplify the often complicated and time-consuming process that typically accompanies a comprehensive wealth planning process and leverage our team's time and talent to provide individualized recommendations based on individualized circumstances. _______________________________________________________________ 40 Wight Ave, 5th Floor, Hunt Valley, MD 21030 410.580.2686 ● scheinkerwealthadvisors@janney.com ● www.scheinkerwealthadvisors.com

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.