News and Commentary
Two for Twenty Podcast
Episode 16 - Venture Capital
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and Mike Dowdle as they discuss Venture Capital.
Episode 15 – Update with Chris Marinac
Listen in to this quarter's podcast with Scott Phelan, Kevin Myers, and Chris Marinac, Director of Research at Janney as they discuss the current markets.
Episode 14 – Market Update with Mark Luschini
Listen in to this quarter's podcast with Scott Phelan and Mark Luschini, Janney Chief Investment Strategist as they discuss the markets.
Monday Morning Outlook
Symptoms or Causes - March 24, 2025
Read this week's Monday Morning Outlook provided by First Trust.
A Recession Wouldn't Help the Budget - March 17, 2025
Read this week's Monday Morning Outlook provided by First Trust.
It's Not All About Tariff's - March 10, 2025
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
