News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 13, 2026
I'm honored to share that I've been named to the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list for the fourth consecutive year.
I share this recognition with my entire team and congratulate them on their continued dedication, knowledge, and commitment to providing outstanding client service—qualities that are reflected in this distinction.
Most importantly, a special thank you to our clients for the trust and confidence you place in us each and every day. It is a privilege to serve you and your families.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
August 13, 2026
I'm honored to share that I've been named to the 2026 Forbes Best-in-State Next-Gen Wealth Advisors list for the fourth consecutive year.
I share this recognition with my entire team and congratulate them on their continued dedication, knowledge, and commitment to providing outstanding client service—qualities that are reflected in this distinction.
Most importantly, a special thank you to our clients for the trust and confidence you place in us each and every day. It is a privilege to serve you and your families.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
