March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 01, 2023
5 common investment tax filing errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Life Events May Trigger Lending Needs
https://www.janney.com/wealth-management/education/detail/education/2022/05/12/life-events-may-trigger-lending-needs
September 26, 2022
This past Saturday, as part of our Financial & Physical Fitness Series, our team was happy to sponsor and take part in the 45th annual York White Rose Run! Joined by colleagues from our office, clients who participated virtually, and Kevin cheering from the sidelines, we enjoyed boosted morale as we gave it our all seeking PRs and the team trophy. Although, we may not have been victorious in our team trophy pursuit, we're proud that race proceeds supported Bell Socialization Services - a York-based nonprofit organization that brings positive change to the greater York/Hanover area. Their housing and mental health services bring support to more than 2,400 people annually.
Reminder: The third installment of our Financial & Physical Fitness series is coming up soon! Liz Wedeking, Nutritional Therapy Practitioner of Healthy Pursuits, will be giving a Zoom presentation on some of her top tips to truly nourish your body. The presentation will be held on October 12th at 6:30pm, please email smithwealthadvisory@janney.com to register. Thank you!
September 19, 2022
Family Love Letter
It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help to lessen the burden for your loved ones after you are gone.
Join us to learn how every family can prepare by properly planning, sharing those plans with loved ones, and reviewing and updating those plans as circumstances change—giving you comfort in the fact that your family will be provided for as well as possible.
Register Here: https://advisor.janney.com/janneyevents/community_activity#Family_Love_Letter
August 26, 2022
We invite you and your family to join us for a “Health, Wealth, and Wellness” Financial & Physical Fitness Series!
In his “Rich Rewards” presentation. particularly relevant for young investors, Kevin Smith will outline key steps to “wealth” and financial well-being. The Smith Wealth Advisory Group team will be a primary sponsor and participating in the York White Rose Run, the region’s oldest running event. Reach out for a complimentary promo code - we would love to see you there! We are also excited to have Liz Wedeking, Nutritional Therapy Practitioner of Healthy Pursuits, host a Zoom discussion about small steps you can take to optimize your health and nutrition. Please email smithwealthadvisory@janney.com to RSVP or for more information!
August 08, 2022
Medicare: Learn Your Options
What is Medicare? Do you need it? When and how do you enroll? With a variety of options available, Medicare can seem overwhelming, particularly if you don’t yet know the basics. This presentation can help you navigate through the many different considerations, types of coverages, and costs for you and your family, to help you make informed decisions for your health coverage and financial picture. Featuring Roberta Eckert | Nationwide Retirement Institute.
