News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025

Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 11, 2025

Smith Wealth Advisory Group has been named to the Forbes 2025 Best-In-State Wealth Management Teams list.
“I am truly honored and humbled that Smith Wealth Advisory Group of Janney Montgomery Scott LLC was recently named by Forbes as a 2025 Best-in-State Wealth Management Team.
This prestigious recognition is a reflection of the efforts and dedication of Alyssum Keefer, Tyler Lerman, Joshua Hogan, Dylan Poremski, and Jordan Crone who are not only top-notch professionals but top-notch individuals who routinely provide quality advice and service with the utmost character, integrity, and purest hearts of gold.
I couldn’t be more proud of you. 👏
It’s also a reflection of our clients, who are our “why.” It’s truly a blessing to do what we love for the betterment of those we love doing it for. We appreciate you. Being of service and earning your trust has been our highest honor. ❤️
Here’s to “Us”. Thank you. 🙏”
- Kevin Smith
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Market Update - Smith Wealth Advisory Group
Market Update - Smith Wealth Advisory Group

2020 Year-end Reflections from Kevin Smith
2020 Year-end Reflections

The Ugliness of the Storm Determines the Beauty of the Rainbow
At the time of my last correspondence the number of Coronavirus cases and related deaths were accelerating, financial markets were reeling, and the outlook on both fronts appeared grim. The S & P 500 had declined 35% from its February 19th peak, and credit markets were facing similar stress given the implications of widespread business and economic shutdowns. We were very much in the “heart of the storm.” My message to you then was simple: “Believe in America.”