November 07, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 30, 2025
Very informative Lunch N Learn discussing Estate Planning and the One Big Beautiful Bill Act (OBBBA). A huge thank you to Myers Brier and Kelly, LLP Attorneys Robert T. Kelly, Jr. and Kris Fendrock for sharing their vast knowledge on these topics with our attendees.
October 10, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
September 03, 2025
Recently Janney’s Chief Investment Strategist, Mark Luschini shared his thoughts on the markets and the economy for our clients which is always an enlightening experience. Dani Ruhf from Chop Out Hunger℠ captivated the audience as she explained the organization’s success in addressing food insecurity among children with in-school pantries for greater food access. #Janney #ChopOutHunger
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 08, 2025
Excited to share that Janney is now the Official Wealth Management Partner of the Philadelphia Eagles!
I had the honor of attending Tuesday’s ribbon-cutting ceremony celebrating the launch of this partnership and the opening of the Janney Tunnel Club at Lincoln Financial Field.
Just as championships are built on preparation, strategy, and teamwork, we bring those same principles to helping our clients pursue their most important financial goals.
Proud to be part of a team that shares a commitment to excellence — both on the field and in the financial world.
#Janney #PhiladelphiaEagles #WealthManagement #FlyEaglesFly #Teamwork #FinancialPlanning
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
August 01, 2025
Janney Named Official Wealth Management Partner of the Philadelphia Eagles
Exciting news! Janney is now the Official Wealth Management Partner of the Philadelphia Eagles in a new multi-year strategic partnership.
As our CEO Tony Miller shared, “We’re proud to partner with one of the most respected and successful organizations in professional sports to expand our brand presence in our hometown and share Janney’s story more broadly with Eagles fans and sports fans across our footprint. Just like the Super Bowl Champions, we believe success—on the field or in your financial life—comes from preparation, planning, and having the right team in place to achieve your goals.”
This partnership creates meaningful opportunities to strengthen our brand, connect with new audiences, and collaborate with the Eagles on community engagement initiatives, all while celebrating Janney’s deep roots and growth across our entire footprint.
Learn more about this milestone here: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/07/29/janney-named-official-wealth-management-partner-of-the-philadelphia-eagles
July 21, 2025
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants.
With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
