February 18, 2025
It was great volunteering at another Atlanta Food Bank Community Center with some fellow board members. Together, we were able to provide 4,455 meals to families in need in Clayton County.
@AtlantaCommunityFoodBank
February 03, 2025
Outlook 2025
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.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 17, 2024
Last week, our team had the privilege of volunteering at the Atlanta Community Food Bank – Marietta Community Center, where we saw firsthand the critical role they play in supporting our community. Did you know that 1 in 8 Georgians face food insecurity? It’s a stark reminder of how many people struggle to access the basic necessity of food every day.
By contributing our time, we were able to help pack meals that will make a difference in the lives of families facing hunger. We are grateful for the opportunity to give back, and we encourage others to consider how they can make a different, too.
@Clarke Williams @Kevin McKane @Caroline Ballou @AtlantaCommunityFoodBank
November 01, 2024
Our team was thrilled to attend the @The Atlanta Women's Foundation 28th annual Numbers Too Big To Ignore Luncheon this week. In total, the event raised 1.75 million dollars that will go towards funding nonprofit programs improving the lives of women and girls throughout metro Atlanta. Schultz Wealth Management of Janney is proud to support this incredible foundation!
We were joined in great company as well @Katie Kohli @Meg Williams @Mollie Burch @Erica Tuggle @Shannon Smith @Lisa Boren Sivy @Clarke Williams @Caroline Ballou
#AtlantaWomensFoundation #AWF #NumbersTooBigToIgnore #Atlanta
October 17, 2024
We are proud to announce the addition of @Caroline Ballou to our wealth management team as our Private Client Associate. She brings experience from project management, with a desire to help clients, and a contagious ambition to succeed. Cheers to Caroline!
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
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.
October 11, 2024
I'm very pleased to announce the expansion of Schultz Wealth Management of Janney and excited for @Clarke Williams joining our team as a Financial Advisor.
"With a strong background in life insurance design and estate tax planning for the high-net-worth community, Clarke brings valuable experience in financial planning, wealth management, and asset protection.
Clarke’s skillset enhances our team’s ability to deliver exceptional value to clients, and in his role, he plays a pivotal part in the continued growth of our wealth management practice. His dedication to building meaningful relationships through sound financial guidance aligns perfectly with Schultz Wealth Management’s mission to maximize clients' resources through goals-based planning and personalized service.
Clarke is a proud alumnus of Florida State University, a Chartered Financial Consultant (ChFC), golf enthusiast, and is actively engaged in his church community in the Roswell area where he lives with his wife, Laura."
October 02, 2024
Join me in ending hunger
Our team made a donation today on our clients behalf. Lets get these communities affected by Hurricane Helene some food!!
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
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 24, 2024
Tax-Smart Charitable Gifting Strategies
Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
July 27, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
