Michelle Keates, Financial Advisor, of Janney Montgomery Scott

08/27/2026

On Women's Equality Day, we celebrate the many accomplishments of women while reaffirming our commitment to creating a future where all women have the opportunity to thrive.

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/4hS7ELv

08/20/2026

Can technology understand what matters most to you?

In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning: https://bit.ly/3SpyyA3

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/4qfkt4t

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/4q8Dndh

08/07/2026

Lunchtimes just got easier! Explore this delightful selection of quick recipes.

These quick and easy lunches are ready in 20 minutes or less and don't require lengthy ingredients lists.

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.

07/30/2026

I’m proud to serve on Janney’s Women Financial Advisor Council and to support efforts that help more women see the possibilities of a career in wealth management. This profession offers the opportunity to make a meaningful difference in clients’ lives while building a career with flexibility, growth, and purpose.

Hear from women financial advisors across Janney as they share what inspired them to enter the profession and why they are passionate about helping pave the way for the next generation.

07/17/2026

Try these summer fruit recipes that are bursting with refreshing flavors and vibrant colors.

Make the most of the season's sweetest produce with these summer fruit recipes starring peaches, berries, melons, plums, cherries, and more. From fruit-packed pies and galettes to vibrant salads, cocktails, and savory mains, these recipes celebrate peak-season flavor.

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/4eZm0rJ