March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 27, 2026
I am honored to have been included among Janney’s top producers at this year’s CEO Round Table & President’s Club Recognition Trip in St. Maarten.
Feeling thankful, motivated, and excited for what’s ahead.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
November 13, 2025
Please join us on November 18th @ 12pm Eastern
Please join us for our Fourth Quarter Update with Horizon Kinetics on November 18th at 12pm Eastern.
We will be discussing: Horizon's strategy, 2026 outlook & cryptocurrency.
Don't hesitate to reach out with any questions & share the link with someone who may be interested.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 03, 2025
Government Shutdown
Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals.
Click the link to read the latest report.
September 16, 2025
Medicare and Open Enrollment Webinar
We’re excited to welcome back Bill Green of Green Insurance Company, a frequent guest speaker and trusted voice on Medicare. With open enrollment fast approaching, now is the perfect time to learn more about your options and coverage. We’re confident you’ll find Bill’s insights both valuable and timely. We hope you’ll join us.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 11, 2025
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
Watch this replay of how to maximize the value of your Business with Insights from an Investment Banker!
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
July 10, 2025
Incentive Stock Options
Are Incentive Stock Options Right for Your Business? Read this article for more information.
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.
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
