July 12, 2024
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Please join us for a Virtual presentation - Long-Term Care: Perceptions, Realities and Steps You Can Take To Prepare this Wed July 17th at Noon EST. Register at: https://advisor.janney.com/wilsonwealthadvisorygroup/events
July 02, 2024
![Outlook 2024: Mid-Year Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
July 01, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/51175ceca8ae4ebeb7d7bbf26ab2f8f5.jpg)
Wilson Wealth Advisory Group's Family Day at the Ballpark was held on Sunday June 30th. Once the rain cleared, it was a great day to enjoy a RailRiders game!
June 25, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/fd53dd70e4f44926abb4bdf0cd879817.jpg)
Honored and humbled to receive Janney’s Inaugural Wealth Management Financial Planning Award at this year’s Wealth Mgt. Conference. I appreciate working at a firm that stresses the importance of providing comprehensive financial planning services for our clients.
June 06, 2024
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Join Janney's Investment Strategy Group as they share their views on the current state of the economy and markets. Register today: www.janney.com/marketupdate
June 06, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d91e0eeca26c4eeab8b8900b7443e5cb.jpg)
Join us on Wed. June 26th at 12:00 (EST) Janney's Investment Strategy Group shares their views on the current state of the economy and markets, their outlook for the future, and what you should know about the potential impact on your strategy in a Virtual Webinar. Register today: www.janney.com/marketupdate
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 23, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/a841d1285d80456b9093771ebe1cfe39.jpg)
Enjoyed spending the day with the North Pocono Middle School students and explaining what we do as Financial Advisors and the importance of saving early.
May 20, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/16e84cabfbca48bd90102c96fd6d3f5f.jpg)
Clients enjoyed a Shredding Picnic at our office in Moosic to shred their confidential documents while enjoying lunch and live music.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 10, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/029d3ece140d4d1fbcf3c4ee16edeec9.jpg)
Financial Advisors Ryan Wilson & Mark Santaniello presented a Virtual Lunch N Learn "4 Keys to Cutting College Costs" to help parents and grandparents navigate the college process.
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/23eb3d2e227e4a64b260301f71f99001.jpg)
Janney was a proud sponsor of the EMPOWER 2024 Women's Conference on April 25th. Enjoyed a day of positive inspiration and purpose. #EMPOWERNEPA #JANNEY
April 24, 2024
![April Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/1145a7d933894832a5091ba4c2590d62.jpg)
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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
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
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/373fc2b29a594374921a9f261193ea2f.jpg)
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
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/bba3e6b0c3c94385b4d98c599e3cd1a4.jpg)
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!!