AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.
How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes
A Strong Start to 2021 and a Second Quarter Market Outlook
Expectations of a post-COVID-19 economic recovery drove market performance in the first quarter of 2021 and as we begin the second quarter, the outlook for markets remains broadly positive.
Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
Sheila Shaffer recognized as a Forbes Top Woman Wealth Advisor
Sheila has been named to Forbes' 2020 list of Top Women Wealth Advisors for the fourth consecutive year.
First Quarter Market Outlook
A new year always brings its own challenges and uncertainties. Patience and discipline are called for.
Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Sheila Shaffer, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.
Eric P. Walker Recognized as a 2019 Best-In-State Next-Gen Wealth Advisor by Forbes
Eric P. Walker Recognized as a 2019 Best-In-State Next-Gen Wealth Advisor by Forbes
Saving for a College Education
529 Plans are a tax-advantaged education savings vehicle and one of the most popular ways to save for education. We can help you discuss your goals and determine if a 529 education savings plan is the right choice for you and your family.
Sheila Shaffer Recognized as “Best-in-State Wealth Advisor” by Forbes
Washington D.C.'s Sheila Shaffer, Executive Vice President/Wealth Management of the Shaffer Wealth Advisors, has been recognized by Forbes magazine in its 2019 Best-in-State Wealth Advisors ranking.
Sheila Shaffer Named to Forbes’ 2019 list of America’s Top Women Advisors
Washington DC's Sheila Shaffer Recognized by Forbes Magazine in Ranking of America’s Top Women Advisors
Control What You Can Control
No one can control the stock market’s behavior however, an individual investor can control their emotional state, difficult as it may be at times.
Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules
Trusts designated as beneficiaries for IRAs are impacted under the SECURE Act in certain circumstances.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
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.
The Changing Landscape of 529 Plans
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.
Portfolio Construction
A home and investment portfolio are two of the most important family assets.
