Rick Kearney of Janney Montgomery Scott LLC

In an ever-evolving digital world, ensuring your data is protected is important as ever. This checklist shares a list of things that you can do to protect your data. https://www.janney.com//educa/2019/09/24/protect-your-data

What are the psychological biases that influence our financial decisions and may lead us to ill-advised and/or ill-timed actions? Our Chief Investment Strategist explains in this article.

Over the last few years, there have been a number of policy changes related to 529 plans. This article provides an overview of each policy change and the corresponding benefits to 529 plan owners and their beneficiaries.

When was the last time you reviewed your financial plan? We can help you plan for the ‘what ifs’ to work toward a secure financial future that keeps you on track to meet your financial goals.

Our Investment Strategy Group discusses the potential market and economic impact of the American Jobs Plan, including the potential effect of higher corporate and personal taxes.

Make smarter financial decisions this year by keeping track of these dates and deadlines.

Each year, we recognize an advisor who exhibits excellent client service and leadership both in the office and community. Congrats to Ryan Wilson of Wilson Wealth Advisory Group for being our 2020 FA of the Year.

Our Investment Strategy Group discusses whether the technology sector can become the only sector in the last 31 years to lead the S&P 500 three years in a row.

If you exceed the current income limits for establishing a Roth IRA, a backdoor Roth may be right for you. Learn more in the article below.

Our Investment Strategy Group shares their investment-related observations following the Senate runoff election in Georgia.