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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
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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
February 12, 2025
GOLDMAN GROUP IMPORTANT ANNOUNCEMENT:
Steffy and I are excited to announce that we have a new team member at The Goldman Group. We are pleased to welcome Madeleine (Mady) Rose to our group.
Mady joins us with valuable experience in financial planning, investment strategies, and wealth management client service. She is a graduate of Florida State University, with degrees in Finance and Hospitality, and joins us after spending two years with Equitable Advisors in Jacksonville. She holds her Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity licenses. She is also currently pursuing her Retirement Income Certified Financial Planner (RICP) and Certified Financial Planner (CFP) designations.
As part of The Goldman Group, Mady will work closely with our existing team to provide the personalized service and attention to detail that you have come to expect from us. Her background and experience will be particularly valuable as we continue to help you navigate your important financial decisions and plan for the future.
As you have the opportunity to speak with or meet Mady, please be sure to give her a warm welcome. We are excited to have her!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
