April 26, 2024
EMPOWER 2024 Women's Leadership Conference
Janney was proud to be a sponsor of the EMPOWER 2024 Women's Conference presented by the Greater Scranton Chamber of Commerce. on April 25th. Enjoyed a day of positive inspiration and purpose for women through interesting speakers and breakout sessions. Thanks to Branch Manager Rick Kearney for sponsoring! #EMPOWERNEPA #JANNEY
April 26, 2024
Enjoyed the EMPOWER 2024 Women's Conference on April 25th. It was a day of positive inspiration and purpose for women with interesting speakers and sessions. Thanks to branch manager Rick Kearney for sponsoring! #EMPOWERNEPA #JANNEY
April 24, 2024
April Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses what you need to know about economic activity in the Eurozone, declining interest rate volatility, and recent stock market performance.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
Congratulations to our teammate, Ryan Wilson, on being named to the 2024 Forbes list of Best-In-State Wealth Advisors for a 2nd consecutive year. A very special thanks to our clients for the trust and confidence you place in us each and every day!
March 28, 2024
Congratulations to our teammate Alex Pucilowski, Account Executive, for earning the Chartered Retirement Planning Counselor™️ (CRPC™️) designation for financial professionals who are focused on retirement planning for families. This is just another example of how he puts in the extra effort to help make our clients' retirement dreams a reality. Way to go Alex!!
March 19, 2024
Wilson Wealth Advisory Group (WWAG) welcomes Financial Advisor, Mark Santaniello to our team! While cultivating new client relationships, Mark follows the WWAG process to help his clients realize the full potential of their wealth.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 06, 2023
Grateful for our generous clients and everyone who contributed nearly 200 pounds of food for our Food Drive! We delivered items to the CEO Weinberg Northeast Regional Food Bank serving 5 counties in our area. Our team was enlightened about all the wonderful work the Food Bank does and it was a pleasure to volunteer at their amazing facility. #PeopleHelpingPeople #feedingnepa
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
November 10, 2023
Alex Pucilowski and Patti Betti of Wilson Wealth Advisory Group discussed Preventing Check Fraud and ways to protect yourself from Identity Theft at a local community center on Friday November 10th.
November 06, 2023
Food Drive
https://advisor.janney.com/wilsonwealthadvisorygroup/events/food-drive-77318/