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.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 15, 2025
Nick Russillo is rounding the corner of 40 years in the industry! As our Senior Vice President / Investment Financial Advisor Nick meets each day with a smile and his "give it 115%" approach. His connections with our local community ensure he remains in tune with the needs of our clients. Nick understands the moving pieces of today's world. He has a talent for seeing things from all different perspectives and is ready with fresh ideas to aid in our client's financial goals. Reach out and set up a time to chat with Nick.
January 08, 2025
Emily Derikito has been a Registered Private Client Associate with the team for 4 years. Emily navigates our client's questions with brilliance and ease. Her working knowledge of all things Janney is an asset to our clients and our team. If she doesn't know the answer rest assured, she will find the information for you. Her winning spirit comes through each day for our clients and for her beloved Buckeye's. GO Buckeye's!
January 03, 2025
January's Monthly Minute Video with Troy Russillo.
Leaving your employer can have many moving pieces, don't forget to prioritize what you will do with your Retirement Savings Plan.
January 01, 2025
Outlook 2025
In its Outlook 2025 special report, Janney’s Investment Strategy Group shares expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. Read more.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 11, 2024
The end of the year can be hectic for everyone, it was so lovely to pause for a moment and celebrate with our Janney Family the exciting news of our bright future with our new parent company KKR.
KKR is a global leader investment firm that is committed to maintaining our culture of client excellence and is focused on partnering with us in our client's continued success. 2025 we are ready for you!
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 03, 2024
When you join the Sullivan Russillo Family you have Chris Peters in your corner. For 17 plus years as a Financial Advisor Chris has brought his endless knowledge of the financial industry (and his A game) to clients, setting us up for success in our retirement.
It all starts with a conversation, whether you are already investing in your future or just thinking about it. Meet with our team and start building your road map to retirement today.
November 27, 2024
On every team there is an anchor, a rock so to speak.
Jan is that person for us. She has 38 years invested in the industry and our clients.
As an Account Executive she has assisted our client's in growing their retirement wealth. She's provided clients with a level of personal attention that comes with the Janney family name.
Reach out today to schedule a call or a meeting with one of our knowledgeable Financial Advisors at Sullivan and Russillo Wealth Advisors of Janney.
November 26, 2024
Roughly 4 in 10 American workers say they are behind on retirement planning and saving. Worried this is you?? Sullivan and Russillo Wealth Advisors are here to help put your mind at ease.
Key 401(k) changes going into effect in 2025 could make saving for retirement easier in many ways.
1. Catch up contributions: for 2025 employees can defer $23,500 into 401(k) plans, up from $23,000 in 2024. Workers ages 50 and older can make up to $7,500 in catch up contributions on top of the $23,500 limit.
In 2025, the catch up limit for workers ages 60-63 will increase to $11,250. These workers can save a total of $35,750 in 2025!!!
2. Shorter wait for part time workers: Starting in 2024, employers were required to extend plan access to part time employees who worked at least 500 hours annually for three consecutive years. That thresh hold will drop to two consecutive years in 2025.
3. Mandatory auto-enrollment for new 401(k) plans: Starting in 2025, most 401(k) and 403(b) plans established after Dec 28, 2022, must include automatic enrollment of employees in the plan with a minimum 3% deferral rate.
Questions on anything related to your retirement plan? Please reach out.
