In this edition of Investment Perspectives, our Investment Strategy Group discusses its current economic outlook, how interest rates provide signals regarding economic conditions, and why technical factors may increase equity exposure in October. janney.com/wealth-managem…

If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. janney.com/wealth-managem…

Check out this fall foliage map to plan your adventures in these stunning national parks. bit.ly/45v1kj5

As you prepare for retirement, you should review and understand the various options to cover your health care costs and needs. Learn more about several options: janney.com/wealth-managem…

From savory to sweet, these recipes are perfect for fall gatherings. bit.ly/494gfDO

Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs. janney.com/wealth-managem…

Trick or treat? We hope you have a Halloween full of treats.

If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process. However, there are a variety of retirement savings plan options available. Learn more. janney.com/wealth-managem…

It was an honor to serve on the Committee for the Cal Ripken Sr. Foundation's 11th Annual College Season Tip-Off. We raised over $540k! And obviously I loved hanging out with Hall of Fame Coach Roy Williams and Baltimore's favorite son and Hall of Famer Cal Ripken Jr.

As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you. janney.com/wealth-managem…

Today and every day, we honor our veterans. Thank you for your service.

The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. Read more for some tips on how to start the conversation with your parents and how to prepare for the costs. janney.com/wealth-managem…

Great meeting today with my favorite CNBC guest commentator and Gilman Hill Asset Management CEO Jenny Harrington!

The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help. janney.com/wealth-managem…

Today we give thanks for our clients, colleagues, family, and friends. Wishing you a happy Thanksgiving.

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Happy Hanukkah! We hope your celebrations are full of peace and light.

Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts. janney.com/wealth-managem…

We hope your New Year is safe, joyful, and prosperous.

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