Education Articles

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Buying a home checklist
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Introduction to estate planning
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Deciding when to retire: When timing is critical
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Financial planning principles for volatile markets

Martin Schamis March 5, 2020

The emotions resulting from market volatility can affect the decisions we make with our investments.
Trusteed IRAs need to be reviewed under post-Secure Act rules

Jay Guyer and Michael Repak March 2, 2020

One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts.
Selling your business: How to take chips off the table while staying in the game

Stephen Gaines February 27, 2020

In the game of poker, there comes a time when you reach a crossroads and take stock of the chips on the table.
Margin lending overview

February 4, 2020

Whether you’re buying a home, paying your taxes, funding a college education, or starting a business, your assets held at Janney can serve as a convenient source of financing whenever you need it.
Learn how to limit the impact of the wash sale rule

Michael Repak November 21, 2019

Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.
The do's & don'ts of year-end tax moves

Michael Repak November 20, 2019

Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
5 common investment tax filing errors

Michael Repak November 20, 2019

Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
Simple steps to prepare for tax filing

November 20, 2019

Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Gear up for covering long-term care costs

November 12, 2019

Check it Out! Feeling prepared to meet long-term care costs—and have the care experience you envision—is easier when you take a few steps ahead of time.
Determine how life insurance fits in your financial plan

November 12, 2019

Check it Out! When it comes to life insurance, you might feel like you have more questions than answers. Do I need it? If so, when should I get it? What kind makes the most sense? How much should I have?

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Article Authors

Jeff Bowers

Marketing Analytics Manager
Michael Halloran

Equity Strategist
Timothy Herrera

Business Development Consultant
David Homa

Vice President & Financial Planner
Shurdonna Joseph

Senior Financial Planner
Jessica Landis

Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr

Executive Vice President, President, Private Client Group
Peter Longo

Regional Director
Joe McDonald

Senior Retirement Plan Specialist
Michael Repak

Vice President & Senior Estate Planner
Les Risell

Senior Retirement Plan Specialist
Martin Schamis

Vice President & Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research
Jack Cintorino

Vice President & Senior Financial Planner
Debra Roey

Vice President, Retirement Plan Services Director
Jay Guyer

Vice President

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