April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 25, 2025
The Honan Group had a blast hosting our first Client Appreciation Event at JetBlue Park, watching the Boston Red Sox stage an epic 9th-inning comeback to secure the win on March 12th! Coupled with beautiful Fort Myers weather, it was a night filled with excitement, great company, and appreciation for our amazing clients.
This event—soon to be an annual tradition—gave us the perfect chance to connect with our growing Southwest Florida client base. Here is to building on these relationships and helping our clients achieve their financial goals, no matter where they are.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
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.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 09, 2025
We are incredibly proud to announce that our wealth management team has been recognized by Forbes as a 2025 Best-in-State Wealth Management Team! 🎉This is our third year being recognized by Forbes in this capacity. Coupled with this being our 10th year at Janney Montgomery Scott, we have a lot to celebrate and be thankful for this year.
Our strong team dynamics have played a crucial role in this achievement, but the biggest thank you goes out to our amazing clients. Your trust and support make all of this possible. Here's to continued success and helping more families achieve their financial goals!
#ForbesBestInState #WealthManagement #TeamSuccess #ClientAppreciation
January 09, 2025
We are incredibly proud to announce that our wealth management team has been recognized by Forbes as a 2025 Best-in-State Wealth Management Team! 🎉This is our third year being recognized by Forbes in this capacity. Coupled with this being our 10th year at Janney Montgomery Scott, we have a lot to celebrate and be thankful for this year.
Our strong team dynamics have played a crucial role in this achievement, but the biggest thank you goes out to our amazing clients. Your trust and support make all of this possible. Here's to continued success and helping more families achieve their financial goals!
#ForbesBestInState #WealthManagement #TeamSuccess #ClientAppreciation
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
October 21, 2024
Last week, Nellie had the incredible opportunity to attend The Janney Women's Advisor Forum in Philadelphia. She was honored to speak on a panel alongside some of the top female advisors in our firm. They advisors shared their best practices and discussed innovative strategies that have proven successful for their teams. These conferences are invaluable for idea sharing and continuous learning. Nellie is looking forward to implementing some of the new strategies we discussed.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
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.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
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.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
