News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 05, 2024
As the adage goes, “it takes a village.”
Although it may seem that the honor of being named to the prestigious Forbes 2024 list of Best-in-State Wealth Advisors is a reflection of me, it is really a reflection of “You.”
This recognition reflects years of collaborative effort shaped by a loving family, loyal friends, dedicated clients, and a phenomenal team. Overarching all the above is a faithful Father who is the source of any and all gifts and talents. To Him be the glory.
I am surrounded by greatness each and every day and am richly blessed. Thank you 🙏🏻.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
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.”