Marshall Family Wealth Management of Janney Montgomery Scott

Marshall Family Wealth Management of Janney Montgomery Scott Financial Advisors: Steve Marshall, Executive Vice President /Investments ([email protected]) Our page and updates are intended for U.S.

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. residents only. For information about how Janney may use the infor

mation 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.

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you ...
06/27/2024

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to determine if you need it and, if you do, what solution best fits your needs.

Choose your heirs. Spouses and children are common beneficiaries. But they’re not the only ones. Who else do you want to provide for?

Whether you are spending it by the grill, on the beach, or simply in need of an easy weeknight meal, check out this list...
06/21/2024

Whether you are spending it by the grill, on the beach, or simply in need of an easy weeknight meal, check out this list of dinner ideas perfect for the summer.

These summer dinner ideas are easy and whip up fast. Browse grilled options, dinner salads, and vegetarian recipes that keep your kitchen cool.

Today, we celebrate freedom and commemorate the end of slavery in the United States. As we reflect on this culturally si...
06/19/2024

Today, we celebrate freedom and commemorate the end of slavery in the United States. As we reflect on this culturally significant day, we continue to work toward a brighter more diverse, equitable, and inclusive future for all.

In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity an...
06/18/2024

In its Mid-Year Update, Janney’s Investment Strategy Group provides insights and expectations for the economy, equity and fixed income markets, and investment implications for the rest of 2024.

To better position portfolios for the remainder of 2024, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.

Happy Father’s Day to all the dads who give us love, guidance, and laugher.
06/16/2024

Happy Father’s Day to all the dads who give us love, guidance, and laugher.

Let us salute the stars and stripes that tell the story of our nation's resilience. Happy Flag Day.
06/14/2024

Let us salute the stars and stripes that tell the story of our nation's resilience. Happy Flag Day.

In need of something to binge-watch? Check out this list of the most anticipated shows releasing over the summer.
06/07/2024

In need of something to binge-watch? Check out this list of the most anticipated shows releasing over the summer.

From returning water-cooler shows like House of the Dragon and The Bear to adaptations starring Jake Gyllenhaal and Natalie Portman.

The United States is paced for a soft landing, but with the race for the presidency on the horizon, higher policy rates,...
05/30/2024

The United States is paced for a soft landing, but with the race for the presidency on the horizon, higher policy rates, and elevated geopolitical tension, risks remain. Join our exclusive webinar to learn more.

Register here: https://bit.ly/3VnEGHR

Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help f...
05/29/2024

Read this article to explore the tax benefits and other considerations of using 529 plan accounts to save for and help fund a grandchild’s college or private K-12 education.

When grandparents are given the gift of grandchildren, they are often filled with the desire to do anything they can to help, financially and beyond. In fact, according to the AARP, grandparents spend approximately $179 billion on their grandchildren every year.

Today, we honor and remember the fallen heroes who sacrificed for our freedom.
05/27/2024

Today, we honor and remember the fallen heroes who sacrificed for our freedom.

Dust off the grill as Memorial Day is right around the corner. Check out this list of delicious recipes perfect for the ...
05/24/2024

Dust off the grill as Memorial Day is right around the corner. Check out this list of delicious recipes perfect for the occasion.

It's summertime y'all.

In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the im...
05/16/2024

In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications education planning goals.

Here is a high level overview of each policy change and the corresponding benefits to 529 plan owners and their beneficiaries.

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Lancaster, PA
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