News and Commentary

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Read the article to learn more.

Personal Story: Notre Dame to Wall Street "Built not Born" I was not supposed to be at Notre Dame. I went to a small private school where D1 football was something you watched on television, not something you planned for. But I put the work in — morning by morning, rep by rep — and in 1988 I was on a Notre Dame National Championship team as an All-American and the team's leading tackler. Nobody gave me that. I built it. That's the same mindset I brought when the NFL was over and I walked into Kidder Peabody in the early '90s with zero finance background. I didn't have a Harvard MBA. I had 32 years of learning — from Bear Stearns to JP Morgan to Janney Montgomery Scott — built on the same principles I learned on the field. Built, not born. When I sit across from a business owner who just sold their company for $35M, or a 20-year-old NIL athlete who doesn't know what a Roth IRA is, I tell them the same thing I tell my three D1 sons: The game rewards preparation. The financial game is no different. I've spent 32 years building a system that works whether you're in the top tax bracket or just getting started. Twelve strategies. Every dollar with a purpose. Every phase of your life covered. If you want to talk about building something that lasts — not something you inherited, but something you built — Let's talk about putting together a plan: Work number is 404-926-2026 Work Email: wpritchett@janney.com For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. Thank you

Our Investment Strategy Group shares key principles designed to help investors stay focused on long-term objectives during periods of market volatility.