April 15, 2025
Congratulations to our teammate, Ryan Wilson, on being named to the 2025 Forbes list of Best-In-State Wealth Advisors for a 3rd consecutive year. A very special thanks to our clients for the trust and confidence you place in us each and every day!
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 07, 2025
Please join us for our March 25th Lunch N Learn at Noon EST "Unlocking the Power of Online Access: Exploring its Capabilities." Register on our Events page: https://advisor.janney.com/wilsonwealthadvisorygroup/events
Stay connected to your financial goals and the plan to advance you toward them.
Discover where to find information about your portfolio at your fingertips such as:
• Statements
• Tax Documents
• Your Financial Planning Analysis
• Allow account access for interested parties and authorized guests (attorney, tax preparer, Power of Attorney).
• Document Vault to secure your documents (Wills, Trusts, Power of Attorney)
• My Net Worth/Account Aggregator Tool (see all your assets in one location)
• And much, much more!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
February 05, 2025
Join teammate and Financial Advisor Mark Santaniello, CRPC™️ at the No. 27 Café,100 S Abington Rd, Clarks Summit, PA, on Wed. Feb 19 at 8:00AM to discuss Social Security Strategies and enjoy a complimentary coffee. Bring your questions and talk finance! Any questions, contact Mark at (570) 963-9203.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 22, 2025
Maximize the Value of Your Business with Insights from an Investment Banker
Whether you are considering a sale in the near term or just beginning to put a plan in place, you should focus on maximizing the value of your company. An investment banker can help.
In this webinar, join members of the Janney Investment Banking team, leaders in middle-market advisory and financing solutions, to learn how a collaborative approach, in-depth industry knowledge, and sector expertise can produce positive results tailored to your needs.
January 09, 2025
Interested in learning about planning for retirement? Join teammate and Financial Advisor, Mark Santaniello, CRPC™️ on Wed January 15th at 6pm at the North Pocono Public Library where he will provide tips on preparing for retirement.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? 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.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 21, 2024
Our "Year-End Checklist for Fiscal Success" Lunch N Learn discussed many topics including Income Tax Planning and preparing for 2024 year-end and the start of 2025. Ryan Wilson, Mark Santaniello and Alex Pucilowski provided insight on these important topics.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 10, 2024
Our Oct 9th Virtual Lunch N Learn featured Laura Ducceschi from the Scranton Area Community Foundation discussing Donor Advised Funds, their charitable impact & tax benefits.
