News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 18, 2026
Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
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#CERTIFIEDFINANCIALPLANNER™️
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.
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.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
