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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.
June 04, 2025

U.S. Markets have been very volatile this year. However, International markets have shown strong outperformance so far with most broad indexes up nicely. We are pleased to have Paul Peterson with First Trust Investments talk us through this possibly up and coming investing arena. Some of the topics we will be discussing include:
• Historically cheap valuations
• Specific countries, sectors, and companies to focus on
• Why does the U.S. market capitalization dwarf the rest of the world
• What we are doing in our portfolios
Webinar link:
https://janney.webex.com/janney/j.php?MTID=m4b24ed7af84f523ad6cbe3e7642c6223
Webinar number:
2314 327 9089
Webinar password:
meNT67cxuF3
May 17, 2025

Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
April 29, 2025

The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

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?”