Jessica Landis August 6, 2019
Janney’s Head of Investment Solutions, Jessica Landis, walks through both the commonly known college savings solutions and a few solutions that you may not have yet considered to help you determine the college savings strategy fit for you.
Timothy Herrera August 6, 2019
Tim Herrera, Janney’s Director of Mutual Funds and ETFs, explores the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
August 5, 2019
Now that you've graduated, your loans aren't going away, and you'll want to repay them as quickly as possible. So whether you have a small sum or a small fortune to pay off, it's helpful to brush up on some student loan basics.
Financial aid can be further broken down into two types: need-based, which is based on your child's financial need, and merit-based, which is based on your child's academic, athletic, or artistic merit.
August 1, 2019
Cybercrime is one of the risks of today's digital world. Learn more about what's happening in cyberspace today and be sure to think before you click.
Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.
July 31, 2019
If you have a Capital One account, we encourage you to read the information below and take appropriate action.
Jeff Scharf July 15, 2019
Jeff Scharf, Janney’s Director of Cash Management and Lending, discusses the different solution options for short-term cash needs, and how to determine which may be the right fit for your specific need.
Joe McDonald July 15, 2019
Janney Senior Retirement Planning Specialist, Joe McDonald, discusses some retirement plan options specifically for self-employed individuals working without any employees.
Peter Longo July 15, 2019
Peter Longo, Regional Director for Janney’s Insured Solutions Group, provides some useful tips and insight on how to make smart saving and spending decisions for each phase of life regarding retirement.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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