December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 05, 2025
Wonderful evening of giving spirit at the Scranton Area Community Foundation Celebration. Beautiful event and thanks to the SACF for your dedication to serving the needs of our community for over 70 years!
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 14, 2025
Wonderful experience for our team volunteering today at CHOP Out Hunger℠. Thanks to Dani Ruhf and her team for all that you do to assist with food insecurity in our community.
November 12, 2025
Honored to be a part of a wonderful event hosted by the Boys and Girls Clubs of NEPA recognizing this year's Champion of Youth recipients. Very inspiring and uplifting speeches were given by the honorees, Laura Ducceschi of the Scranton Area Community Foundation and Colleen Leonard representing the Harold J. Newell Family. A great time was had by all at the beautiful Banks reception venue in Pittston.
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
