August 10, 2026
Carroll's Best 2026
The 27th Annual Carroll’s Best Readers’ Choice Awards are underway, and we have been nominated for Carroll's Best Financial Advisor. We would be honored to have your vote!
We are incredibly grateful for the trust and confidence our clients and community continue to place in us. You can vote daily through August 23!
Thank you for your support!
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August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 19, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 07, 2026
We’re proud to share that Doug has been named to the Forbes Best-in-State Wealth Advisors list for 2026.
This recognition reflects more than just strong results—it speaks to the discipline, consistency, and client-first mindset Doug brings to our team and to the families we serve every day.
At Velnoskey Wealth Advisors, our work is rooted in a holistic planning approach, where investment strategy, thoughtful advice, and long-term partnership all come together. Doug’s leadership and commitment to that process have been instrumental in shaping how we serve our clients.
We’re grateful to be part of a team that values doing the right things, the right way, over long periods of time—and this recognition is a meaningful reflection of that.
Congratulations, Doug.
For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/wealth-management/disclosures-agreements/awards-disclosures
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
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 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?
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
January 12, 2026
We are pleased to share Velnoskey Wealth Advisors has once again been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list, marking our fourth consecutive year receiving this prestigious distinction.
This achievement reflects the passion, expertise, and unwavering dedication of our entire team. Every day we strive to deliver thoughtful, personalized wealth management and trusted guidance. This recognition is a testament to the impact of that commitment.
Thank you to our incredible team members; your professionalism, collaboration, and client-centric focus are the heart of our success. Your hard work and dedication make honors like this possible.
And to our clients — we are truly grateful. It continues to be our privilege to serve you, help you pursue your financial goals, and walk alongside you in planning for what matters most.
For more information on the scope of consideration for referenced industry awards or accolades, please visit: https://www.janney.com/wealth-management/disclosures-agreements/awards-disclosures
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
