News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
March 04, 2025
WELCOME MITCH SIENKIEWICZ, CFP®️, FINANCIAL ADVISOR
We are thrilled to introduce Mitchell Sienkiewicz as the newest member of our team at Starr | Barth Wealth Management of Janney Montgomery Scott. In December of 2024, he obtained what is considered the standard of excellence in the financial planning industry, the CERTIFIED FINANCIAL PLANNER®️ certification.
We remain committed to providing the highest level of service and financial advice. We are confident that Mitch’s expertise and dedication will strengthen our ability to meet your financial needs and ensure a personalized, thoughtful experience for you and your family.
March 04, 2025
JERRY R. STARR, AWMA®️ PROMOTED TO EXECUTIVE VICE PRESIDENT
Please join us in congratulating Jerry on his promotion to Executive Vice President. This prestigious recognition is a direct result of his unwavering dedication to you, our valued clients.
Jerry’s remarkable 30-year tenure was recently celebrated at Janney’s Elite Conference, where he was honored among the top advisors in the firm. His hard work and commitment have been instrumental in driving our success, and we are excited for the continued positive impact he brings to the team.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
