October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 25, 2025
Is There an Echo in Here?
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
September 10, 2025
Fun with Charts! The stock market is a risky, long-term investment. Is investing in the stock market that’s hitting highs a bad idea? To many a buy-low-sell-high investor's suprise, the data shows, “no”. It is more important to invest consistently over time and have a long-term plan for long term money, not a short-term plan for long term money. That's oil and water. No one knows the future. Take emotion out of your investments. Thanks to Hartford for this one.
https://www.hartfordfunds.com/insights/market-perspectives/equity/scared-of-investing-as-stocks-hit-all-time-highs-do-not-be.html
Not a recommendation to buy or sell any investment. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
September 10, 2025
Fun with Charts! The stock market is a risky, long-term investment. Is investing in the stock market that’s hitting highs a bad idea? To many a buy-low-sell-high investor's suprise, the data shows, “no”. It is more important to invest consistently over time and have a long-term plan for long term money, not a short-term plan for long term money. That's oil and water. No one knows the future. Take emotion out of your investments. Thanks to Hartford for this one.
https://www.hartfordfunds.com/insights/market-perspectives/equity/scared-of-investing-as-stocks-hit-all-time-highs-do-not-be.html
Not a recommendation to buy or sell any investment. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 07, 2025
Whether it’s through quiet leadership, innovative thinking, service excellence, or lending a helping hand, these are the actions that define Janney and our culture guided by our shared core values of putting our clients at the forefront of everything we do. Your nomination helps recognize these meaningful contributions and celebrate the people who bring our values to life every day.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
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 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 09, 2025
I'm excited to attend Janney’s Wealth Management Conference in Baltimore—an exceptional opportunity to gain new insights, connect with fellow Janney advisors, leaders, and industry experts, and strengthen my value to my clients. I look forward to learning, collaborating, and sharing key takeaways!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 07, 2025
I'm excited to share that I have officially earned my NSSA®️ certification! This designation equips me with the knowledge to navigate the complexities of Social Security, and I'm here to assist individuals with their questions regarding benefits, eligibility, and strategic planning for retirement. If you or someone you know has uncertainties about Social Security, feel free to reach out!
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 04, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
