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The Goldman Group Joins Janney
After careful consideration of our vision of what wealth management should be, with the focus on you, our clients, we have made the decision to align our practice with one of the premier wealth management firms in the country, Janney Montgomery Scott, as The Goldman Group of Janney Montgomery Scott.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 13, 2025
Cybersecurity and AI Best Practices
Don’t forget to register for our exclusive webinar to hear Retired FBI Special Agent Jeff Lanza discuss critical steps to protect yourself and your family from cybercrime and AI’s ever-evolving impact. Register here:
April 09, 2025
Dan Wantrobski & Rodger Goldman Q2 Webinar: Tune in on April 10th @2pm EDT
The first quarter of 2025 has ushered in a slew of new uncertainties for markets to digest. One of the indicators I pay extra attention to in volatile environments is technical analysis. Since joining Janney Montgomery Scott last year, one our analysts that I have been most impressed with is our Associate Director of Research. His work covers not only short-term activity in various asset classes, but also takes a very interesting and compelling look at some of the longer time trends that many investors are not aware of. I am confident you will find his insights worthwhile and hope you can join us.
Webinar link:
https://janney.webex.com/janney/j.php?MTID=m3c1ece0096e55db854668dd043f8c4a2
Webinar number:
2301 381 8510
February 20, 2025
Meet virtually with Cisco Webex. Anytime, anywhere, on any device.
The Goldman Group Welcomes You to Our:
MARKET AND ECONOMIC UPDATE
Markets have become more volatile over the last several weeks, and one of the strategists we follow closely has made himself available for an exclusive webinar for our clients. David McGarel with First Trust has firm opinions on stocks and the economy this year, and I am confident you will find his insights valuable. He will help us decipher much of the uncertainty and policy plans of the new administration, and how we can best profit from these events. I hope you can join us.
Tuesday, February 25, 2025 | 12:00 PM
Webinar number: 2309 022 4228
Webinar password:
JPff5TYY3u5 (57335899 when dialing from a phone or video system)
Join by phone
+1-650-479-3208 United States Toll
Access code: 231 931 04876
Presented by: DAVID MCGAREL, CFA, CPA
Chief Investment Officer | Chief Operating Officer of First Trust
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
