Recent Updates

Don’t forget to register for our exclusive webinar to hear Retired FBI Special Agent Jeff Lanza discuss critical steps to protect yourself and your family from cybercrime and AI’s ever-evolving impact. Register here:

Dan Wantrobski & Rodger Goldman Q2 Webinar: Tune in on April 10th @2pm EDT The first quarter of 2025 has ushered in a slew of new uncertainties for markets to digest. One of the indicators I pay extra attention to in volatile environments is technical analysis. Since joining Janney Montgomery Scott last year, one our analysts that I have been most impressed with is our Associate Director of Research. His work covers not only short-term activity in various asset classes, but also takes a very interesting and compelling look at some of the longer time trends that many investors are not aware of. I am confident you will find his insights worthwhile and hope you can join us. Webinar link: https://janney.webex.com/janney/j.php?MTID=m3c1ece0096e55db854668dd043f8c4a2 Webinar number: 2301 381 8510

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

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!

When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.

The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.