News and Commentary
Video Library
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 23, 2025
In its Mid-Year Update, Janney’s Investment Strategy Group provides baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications for the remainder of 2025.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/13/outlook-2025--mid-year-update
June 16, 2025
Selling Your Company to Your Employees
If you’re considering selling your small business to enable retirement, you may want to take a look at an employee stock ownership plan.
June 11, 2025
We’re proud to share that we just celebrated 1 year at Janney Montgomery Scott — and what a year it’s been!
Steffy & Baby Colson are doing great! Steffy will be back with us mid-to-late July after a well-earned maternity leave. Mady joined the team over 4 months ago and is already making an incredible impact. Say hello to our awesome summer interns, Phil & Brooke, who’ll be with us for the next month or so!
We’re firing on all cylinders and here to support you with anything you need — don’t hesitate to reach out.
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.
