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Janney Welcomes Financial Advisor Shane Kelly in Darien, Connecticut
The new addition continues our growth in the region.
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A Smarter Legacy: How Life Insurance Strengthens Your Estate Plan
Life insurance can be a strategic tool to help preserve wealth, simplify estate settlement, and support the people you care about most.
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Building a Personalized Asset Allocation for Today’s Markets
A well-defined asset allocation is the foundation of any successful investment strategy. It shapes how your portfolio responds to market changes, balances risk and return, and ultimately helps you stay on track toward your long-term financial goals.
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Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
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Historically Low Jobless Claims and Impressive Profits Provide Key Market Support
We continue to follow timely indicators for the effects of the Iranian conflict on the economy (and ultimately corporate profitability and stock prices).
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Benefits of Saving and Investing Early
When is the best time to start saving or investing for your future? Thanks to compound interest, the answer is generally considered to be “as early as possible!”
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Exit Stage Left
Yielding to decades of precedent, the Fed has held that it should not react to swings in commodity prices but rather wait until evidence emerges one way or the other that broader price levels are rising. Unsurprisingly, language in the April FOMC statement emphasized the uncertain nature of energy price pass throughs, with the Committee emphasizing the phrase “Developments in the Middle East are contributing to a high level of uncertainty.”
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What to Do With Leftover 529 Plan Funds
If your child finishes school with money still in a 529 plan, several flexible strategies may still be available.
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529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
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Three Strategies to Navigate Market Volatility
Periods of market fluctuation are rarely the best time to adopt new investing strategies. They can, however, be an excellent time to review your financial plan and uncover opportunities to put your existing strategies to work more effectively.
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How to Pay for College in 2026: 7 Smart Strategies for Families
Whether you are planning for a child, grandchild, or future student in your family, here are seven smart ways to approach college funding in 2026.
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Janney Welcomes Adam Runk and Greg Marco in Lancaster, PA
The team expands Janney’s presence in Pennsylvania.
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Rethinking Charitable Giving: How Donor-Advised Funds Can Enhance Your Strategy
When developing a charitable giving strategy, it’s important to consider not just what you give, but when and how you give. For many individuals and families, a donor-advised fund (DAF) can offer a flexible and tax-efficient way to align charitable intentions with broader financial planning.
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Retirement Planning: The Expense You May Be Overlooking
While investment returns play an important role in retirement, cash flow is a key factor in determining whether your retirement plan is sustainable. Taking a thoughtful, forward-looking approach with these steps may help you better understand and manage the risks of underestimating your retirement expenses.
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5 Questions to Ask Before Choosing a Financial Advisor
Finding a Financial Advisor who you’ll feel comfortable talking to about your family, your money, your hopes for the future—can be challenging. Here’s how to find one that is the best fit for you.
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Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
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Donor-Advised Funds vs. Private Foundations: Aligning Your Giving Strategy
Which charitable giving vehicle is right for you? Donor-advised funds (DAFs) and private foundations are two of the most widely used structures—each offering distinct advantages. Understanding how they differ can help you select the approach that best aligns with your goals.
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Janney Welcomes LaCroix Wealth Management in Roanoke, Virginia
The new addition expands our growth in the region.
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Earnings Season Is Once Again Off to A Positive Start
Earnings season kicked off this week with the major banks generally reporting better than expected results. The banks provide important insight into the health of consumers, businesses, and the overall economy.
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Enhance Your Legacy Through Annuity Maximization
Annuity maximization is a strategy designed to reposition assets from an existing annuity to help enhance the legacy you leave to your heirs. For individuals who no longer rely on annuity income to meet their retirement needs, this approach may offer a more tax-efficient way to transfer wealth.
