News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 10, 2025
In periods of market uncertainty, it is crucial to evaluate all your options.
Annuities may offer a combination of asset protection, tax deferral, and income features that can support a diversified retirement strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/leveraging-annuities-during-market-uncertainty
July 08, 2025
I’m excited to welcome Griffin Wealth Management to our Hunt Valley, Maryland office. The five-person team joins us from Raymond James and is led by Financial Advisor and Branch Manager Kevin Doyle.
With access to Janney’s flexible platform and personalized support, I look forward to seeing the team continue to grow their practice and deliver even greater value to their clients. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/07/janney-welcomes-griffin-wealth-management-in-hunt-valley--maryland
July 08, 2025
Credit cards can be powerful planning tools—if you use them right.
From tracking expenses to managing unexpected costs, learn how to make credit part of your financial strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/credit-card-spending-and-your-financial-plan
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
