MDM Wealth Management of Janney Montgomery Scott

MDM Wealth Management of Janney Montgomery Scott We help individuals and families manage their wealth, guiding them through investment strategies that best suit their diverse needs. residents only.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our page and updates are intended for U.S. For informatio

n about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4zDdKpz

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/4hyvHyT

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4gjG3l7

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.
08/07/2026

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

Higher student loan rates can increase the long-term cost of college for students and families. New borrowing limits may also change how households plan for tuition.

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read the update here: ...
08/04/2026

Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read the update here: https://bit.ly/4bsn0Cv

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limi...
08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update: https://bit.ly/4f...
07/27/2026

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update: https://bit.ly/4fB2fp9

Our Investment Strategy Group breaks down the latest market and economic developments in this week's update. Read more h...
07/20/2026

Our Investment Strategy Group breaks down the latest market and economic developments in this week's update. Read more here: https://bit.ly/4wfClib

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to revie...
07/15/2026

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.

Read more about simple ways to improve your online security.

Passwords remain one of the most common ways scammers gain access to accounts. One of the biggest risks is password reuse: when the same password is used across multiple websites, one compromised account can put others at risk.

07/13/2026

Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.

Read the July report here: https://bit.ly/4aKBe1e

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8044 Montgomery Road, Suite 415
Cincinnati, OH
45236

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