Educational Insights

Margin Loans at Janney

February 2, 2023

Leverage the power of your investment portfolio for access to funds for the purchase of additional investments and securities or to satisfy short-term financing needs.
Credit Card Spending and Your Financial Plan

Kim Beil and Shurdonna Joseph January 18, 2023

Most of us tend to think of credit cards as a spending tool. Rarely do we consider them in the context of financial planning conversations.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment

October 26, 2022

If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Considerations for Covering Your Short-Term Cash Needs

Ryan Roffina June 28, 2022

There are different solution options for short-term cash needs. Find out which one may be the right fit for your specific need.
Life Events May Trigger Lending Needs

Kim Rogers May 12, 2022

Life is full of events and circumstances that may throw financial curveballs. Which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Your Assets are in Good Hands: Resources and Account Protection at Janney

March 21, 2022

Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.

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Article Authors

Jack Cintorino

Vice President & Senior Financial Planner
Jay Guyer

Vice President
Michael Halloran

Equity Strategist
Shurdonna Joseph

Vice President & Director, High Net Worth Consulting
Jessica Landis

Vice President & Head of Investment Solutions
Peter Longo

Vice President, Director of Insured Solutions Consulting
Joe McDonald

Senior Retirement Plan Specialist
Les Risell

Senior Retirement Plan Specialist
Debra Roey

Vice President, Head of Retirement Plan Services
Ryan Roffina

Head of Investment Company Solutions
Kim Rogers

Director of Lending Solutions
Martin Schamis

Vice President & Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research
Lindsey Tracey

Vice President, Head of Advisory Solutions
Ed Smith

Senior Tax and Estate Planner

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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Educational Insights

Margin Loans at Janney

Credit Card Spending and Your Financial Plan

What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment

Considerations for Covering Your Short-Term Cash Needs

Life Events May Trigger Lending Needs

Your Assets are in Good Hands: Resources and Account Protection at Janney

Filter by Topic

Article Authors