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.
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.
May 15, 2019
If you own your own business, chances are you've at least thought about the conditions under which you will leave the business and who is going to take over after you're gone.
Michael Repak May 15, 2019
Some business owners plan to sell their business to enable their retirement. Even owners who intend to remain active in their business may want to diversify their holdings simply for the safety it could provide.
Selling a family business is a significant process that is impactful in numerous ways.
The new tax rules implemented by the Tax Cuts and Jobs Act (TCJA), which went into effect in 2018, added a new deduction for income received from a pass-through entity.
Choosing how you register your business (the form of your new organization) is an important decision during the life of your business and when planning for your exit strategy.
Stephen Gaines May 14, 2019
If you are a business owner, you likely spend much of your time immersed in the details of your business—meeting with customers and prospects, running the day-to-day operations, managing employees, and developing strategies for the next phase of growth. Like many business owners, however, your end game might be the successful sale of your business.
April 25, 2018
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
April 6, 2018
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face. Are you doing all you can to mitigate the risk of a cyberattack?
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
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/