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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.
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 29, 2025
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/11/thoughts-on-one-big-beautiful-bill
July 21, 2025
The Goldman Group Invites you
Please join us this Thursday at 12:00 PM (Eastern) for a quick walkthrough on how to access your financial plans through the Janney Client Portal. We'll also be available to answer any questions you may have.
All are welcome, and we look forward to seeing you there!
https://janney.webex.com/janney/j.php?MTID=md73847a1c734fd7b99cdcecb2c59f998
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.
