News and Commentary
Video Library
Can You Still Contribute to a Roth IRA If Your Income Exceeds the Limit?
Hear from Mark Santaniello as he explains what options may be available if your income exceeds the annual limit for contributing directly to a Roth IRA.
The Wilson Wealth Blueprint™
The Wilson Wealth Blueprint™ brings together thoughtful financial planning, tax minimization strategies, and personalized investment advice to help you pursue your goals with confidence.
Year-End Virtual Lunch N Learn
Ryan, Mark, and Alex share their essential year-end housekeeping recommendations to help you wrap up the year effectively and start 2026 with confidence.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 17, 2026
What a great lunch event with our clients.
Today, we had the pleasure of hosting Jeff Bush of The Washington Update for a timely and engaging conversation about what is happening in Washington and what it could mean for the markets, the economy, businesses, and investors.
Jeff has a unique ability to take a complicated and often noisy environment and make it understandable, balanced, and relevant.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 21, 2026
Grateful for an evening that offered both valuable perspective and genuine inspiration.
Janney’s Chief Investment Strategist, Mark Luschini, shared his thoughts on the markets and economy—always an educational experience for our clients.
We were also fortunate to hear from Marci Schankweiler, Founder and CEO of For Pete’s Sake Cancer Respite Foundation, and Bob Kiesendahl, owner of Woodloch Resort, about “Pete’s Dream”, a first-of-its-kind cancer respite center in the U.S. being built at Woodloch in Hawley, PA.
Mark provided perspective on the world around us, while Marci and Bob reminded us what vision, purpose, and generosity can make possible.
Thank you to our speakers, clients, and friends who joined us for such a meaningful evening.
#Janney #PetesDream
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
