March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
March 09, 2023
Had the wonderful opportunity to attend Lehigh University’s Center for Financial Services (CFS) 2023 Conference: Investing in Collectibles on March 8th in NYC! This enlightening panel discussion was moderated by Robert Frank (Wealth Editor, CNBC) with panelists that included: Yves de Launay (Head of wine, Sotheby’s), Eric Wind (Owner, Wind Vintage), and Elizabeth Wainstein (Owner, The Potomack Company). Attendees learned about the state of various collectible markets and heard the fascinating stories abouts the panelists’ experiences. Many thanks to Katheen Hanley, Professor of Finance and Director of the CFS, and Meg Foley Wolf, Assistant Director of the CFS, for organizing the event. And thank you to the chair of the CFS Advisory Committee, Seth Finkel and Neuberger Berman for hosting us. A superb time was had by all!
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 26, 2023
Jeremy Siegel, PhD is always an insightful keynote speaker. His valuable perspective was the perfect way to wrap-up the Janney Elite Conference.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
January 03, 2023
Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
November 23, 2022
Wilson Wealth Advisory Group is collecting NEW, UNWRAPPED toys for children
ages 6-14 years this holiday season to benefit the Boys and Girls Clubs of NEPA.
Toys may be dropped off at our office through Dec 9th. Any questions, please call our office at 570-963-9203.
November 14, 2022
Life Happens: Adapting Your Estate Plan For Life Events
Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more.
November 01, 2022
Insights - Wilson Wealth Advisory Group
Hear from Ryan Wilson as he discusses how to evaluate the level of risk that is right for you.
October 25, 2022
Please join Ryan and the team on Thursday Nov 17th as they discuss important financial actions and strategies to consider and address prior to year-end at our Virtual Lunch N Learn.
October 20, 2022
Proud to sponsor the Champions of Youth Reception for the Boys and Girls Clubs of Northeastern PA honoring individuals and organizations from the community for their outstanding work in advancing the cause of children and youth programming and services. #championsofyouth #boysandgirlsclubsofnepa
October 11, 2022
Market Update
Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023. Janney’s Dan Wantrobski, Technical Strategist and Associate Director of Research, will also cover U.S. demographic trends and liquidity concerns, plus sector highlights.
Featuring: Dan Wantrobski | Technical Strategist and Associate Director of Research
Capital Markets Group, Janney Montgomery Scott
October 03, 2022
Life Events May Trigger Lending Needs
https://www.janney.com/wealth-management/education/detail/education/2022/05/12/life-events-may-trigger-lending-needs
September 29, 2022
4 Keys to Cutting College Costs: How to Avoid Overpaying
https://advisor.janney.com/wilsonwealthadvisorygroup/event?event=53344
September 21, 2022
ALEX PUCILOWSKI RECEIVES AIF® DESIGNATION
Team member and Account Executive, Alex Pucilowski has earned the Accredited Investment Fiduciary® designation (AIF®). This certification signifies specialized knowledge of fiduciary responsibility and is the culmination of intense coursework and exams focusing on the ability to implement portfolio strategies that meet a defined standard of care. Only those financial planners who demonstrate the requisite experience, education, and ethical standards are awarded the AIF® designation. Congrats Alex for all your hard work!
