Recent Updates

Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.

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.

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth. In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including: Permanent changes to income and estate tax provisions New and expanded tax deductions Planning opportunities when addressing your taxes We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!

As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.

This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.

Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.

You have financial goals. Do you have a plan to get there? A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life. Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life

In times of market volatility, securing a steady income stream is more crucial than ever. Annuities offer a unique solution, providing guaranteed income and protection against market downturns. At Velnoskey Wealth Advisors, we consider all options—annuities included—when crafting personalized financial plans for our clients. Whether you're looking to buffer against market volatility or to ensure a reliable income in retirement, understanding how different annuity types can fit into your strategy is key. Explore more about leveraging annuities during market uncertainty in this insightful article: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty

Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.

🚀 SECURE 2.0 Act: What Plan Sponsors Need to Know Now The SECURE 2.0 Act is reshaping retirement planning in 2025. Here's what plan sponsors should be aware of: ✅ Enhanced Catch-Up Contributions: Individuals aged 60-63 can now contribute up to $10,000 more annually to their retirement plans. 🔄 Mandatory Auto-Enrollment: New 401(k) and 403(b) plans must automatically enroll employees at a 3-10% contribution rate, increasing annually by 1% up to 15%. 🕒 Expanded Eligibility for Part-Time Workers: Employees working at least 500 hours per year for two consecutive years are now eligible to participate in retirement plans. 📞 Need assistance navigating these changes? Our team is here to help you understand and implement the SECURE 2.0 provisions effectively. You can read more in the article below. #RetirementPlanning #SECURE2.0 #PlanSponsors #EmployeeBenefits #FinancialWellness

What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.

🔍 When Should You Engage a Financial Advisor? Navigating the complexities of personal finance can be challenging. Knowing when to seek professional guidance is crucial to ensuring your financial well-being. The article "When Should You Engage a Financial Advisor?" from Carroll News sheds light on key moments when consulting a financial advisor can be beneficial. Whether you're experiencing major life changes, planning for retirement, or making significant financial decisions, a financial advisor can provide personalized strategies to help you achieve your goals. 📌 Key Takeaways: Major Life Events: Marriage, divorce, or the birth of a child can significantly impact your financial situation. Career Milestones: Receiving a promotion or changing jobs may introduce new financial complexities. Retirement Planning: Ensuring your savings align with your retirement goals is essential. Investment Decisions: Professional advice can help you navigate the complexities of investing. Estate Planning: Planning for the distribution of your assets is crucial for your legacy. Engaging a financial advisor during these pivotal moments can provide clarity and help you make informed decisions to secure your financial future. 🔗 https://carroll.news/when-should-you-engage-a-financial-advisor/ #FinancialPlanning #FinancialAdvisor #PersonalFinance #RetirementPlanning #InvestmentStrategy #EstatePlanning

Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.