News and Commentary

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

Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.

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.