News and Commentary

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets. Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice. If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect. https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.