February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 13, 2023
We are honored to announce the Velnoskey Wealth Management Group has been named to the Forbes 2023 Best-In-State Wealth Management Teams list!
“Congratulations to The Velnoskey Wealth Management Group for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. The team represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 10, 2022
Alternatives to Holding Cash in a Rising Rate Environment
In this article, we explore some cash alternatives that could help better position your portfolio to adapt to a rapidly changing interest rate environment.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
December 07, 2022
Coleen and Doug were excited to present a $10,000 scholarship check to Dr. Julia Jasken and Christina Goodman of McDaniel College. The funds for the scholarship were raised by the 1st annual Carroll County Women's Conference. www.ccwomensconference.org
Our team was pleased to be the Main Event Sponsor for the Carroll County Women’s Conference. Continued thanks to all the sponsors, speakers, guests, and steering committee members for making this such a successful and meaningful community event.
Save the date for next year: October 13, 2023!
#CCWomensConference2022 #womenincommunity #womeninbusiness
December 06, 2022
Doug and Coleen were excited to present a $10,000 check to Dr. Jim Ball and Steven Wantz of Carroll Community College. The funds for this scholarship were raised by the 1st annual Carroll County Women's Conference! www.ccwomensconference.org
Thank you to all the sponsors of this inaugural event and to each steering committee member for their hard work and dedication.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
November 10, 2022
Make Long-Term Care a Part of Your Financial Plan
Having a plan in place for long-term care needs may help you and your loved ones navigate a difficult time without additional financial and emotional stress. Here are some questions to consider.
October 18, 2022
Frederick County Girls Flag Football
Janney and The Velnoskey Wealth Management Group are pleased to sponsor the inaugural season of the Frederick County Girls Flag Football League. https://advisor.janney.com/velnoskeywmg/community_activity#frederick_county_girls_flag_football_league
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Life Events May Trigger Lending Needs
https://www.janney.com/wealth-management/education/detail/education/2022/05/12/life-events-may-trigger-lending-needs
September 19, 2022
Family Love Letter
It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help to lessen the burden for your loved ones after you are gone.
Join us to learn how every family can prepare by properly planning, sharing those plans with loved ones, and reviewing and updating those plans as circumstances change—giving you comfort in the fact that your family will be provided for as well as possible.
Register Here: https://advisor.janney.com/janneyevents/community_activity#Family_Love_Letter
August 11, 2022
Please join us in welcoming Devin Velnoskey, Account Executive, and Kelly Cullison, Senior Registered Private Client Associate to our team!
Devin began his financial services career in 2010 and has a passion for shepherding clients through the complexities of their financial lives. Devin holds a degree in Economics from Fordham University as well as an MBA in Finance & Accounting from Regis University. He is a CFA Level II Candidate. Devin will be collaborating on our investment strategies and portfolio management and joins us in supporting our valued client relationships.
Kelly joined Janney Montgomery Scott in 2009 and most recently worked as a Supervisor of Managers. Kelly has over 26 years of banking and investment service experience. Kelly is thoughtful, meticulous and brings a wealth of knowledge, experience and superior customer service to our team and our clients. She will be assisting as a first point of contact for all administrative requests.
August 08, 2022
Medicare: Learn Your Options
What is Medicare? Do you need it? When and how do you enroll? With a variety of options available, Medicare can seem overwhelming, particularly if you don’t yet know the basics. This presentation can help you navigate through the many different considerations, types of coverages, and costs for you and your family, to help you make informed decisions for your health coverage and financial picture. Featuring Roberta Eckert | Nationwide Retirement Institute.
