News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 30, 2025
Thank you to everyone that attended our Shred-it Event a few weeks ago. The weather put a slight “damper” on our plans, but we had a wonderful turn out and made the most of our Saturday. We were able to collect over 520 gallons of paper to shred in just 4 hours.
We hope to do this again in the future !!
Wishing everyone a happy and safe Summer and reach out to us at any time if we can help service you or your family’s needs.
June 24, 2025
I am pleased to announce that Drew Weaver has joined our branch as a Summer Intern from Messiah College. Drew is working on obtaining his Bachelor of Science Degree in International Business with a Minor in Finance and CFP Board Certified Financial Planning Concentration expected in December 2025 and to obtain his MBA by December 2026 through the 4+1 MBA Program.
Drew comes to us with a cumulative GPA of 3.49 and just returned from an immerse international business program gaining hands-on experience in international markets, trade, and cross-cultural experience traveling to 8 different counties in 2 months. Drew also just obtained a new certification - the SIE (Securities Industry Essentials) from FINRA in his first steps in obtaining his Series 7 FINRA License.
We look forward collectively sharing with Drew our skills & knowledge as well as Janney's resources to best serve our clients now and in the future.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
