News and Commentary

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Smith Wealth Advisory Group Named a Forbes 2026 Best-In-State Wealth Management Team 🏆✨ “I am deeply honored to announce that Smith Wealth Advisory Group of Janney Montgomery Scott LLC has been recognized by Forbes as a 2026 Best-In-State Wealth Management Team. This distinction stands as a testament to the hard work and character of Alyssum Keefer, Tyler Lerman, Joshua Hogan, Dylan Poremski, and Jordan Crone. They are exceptional professionals who lead with integrity and place our clients’ well-being at the heart of every decision ❤️. I am incredibly proud of this team and the values it consistently upholds. Most importantly, we owe this distinction to our clients. You are the reason we do what we do. Enabling you to fully experience life by using your monetary resources to fully enjoy the riches of life itself is truly an honor and a blessing. Thank you for inviting us into your family and allowing us to play a meaningful part of your financial journey and life story.” — Kevin Smith For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.