Jason Wood of Janney Montgomery Scott LLC

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/4gmG2gl

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4g656bs

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/4qiebRZ

08/11/2026

Missed our recent PlanWise webinar? No problem—click the link to watch the full recording and explore the insights shared during the session.

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/45n96hs

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.

07/17/2026

Join us on Thursday, July 30 at 12:00 p.m. ET for a 30-minute PlanWise webinar featuring Brad Arnold, Esquire, Partner at Limestone Pension Associates.

We'll cover:
✔️ Remaining SECURE 2.0 action items
✔️ The next document restatement cycle
✔️ Strategies to get more value from your retirement plan administrator

Register today!

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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/44vB9uG