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.

Elevate your leadership approach with 7 key strategies that merge vision with action for impactful organizational change...
06/01/2026

Elevate your leadership approach with 7 key strategies that merge vision with action for impactful organizational change.

Here are seven pivotal strategies that leaders can use to usher in the change they need to revolutionize both their personal and organizational paradigms.

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/49r0Kb2

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess ...
05/27/2026

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess inflation, interest rates, and portfolio positioning.

In Janney’s 2026 update, Guy LeBas revisits Janney Investment Strategy Group's Real Yields model and explains how it can help frame the outlook for bond market returns. Read the full report.

Two years ago, we introduced our Real Yields model of forward returns in the US bond markets. As of mid-May 2026, following an unexpected spike in interest rates, modeled returns projections are now at their highest point in more than two years.

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4dMCSQm

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and...
05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4tF28hq

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
05/18/2026

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4dqqHZq

Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education ...
05/15/2026

Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education expenses, or rollover opportunities, there are several strategies that may help families make the most of remaining balances.
Learn more here: https://bit.ly/3R3qDHJ

05/14/2026

Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/3PCaMzk

#529

Address

8044 Montgomery Road, Suite 415
Cincinnati, OH
45236

Alerts

Be the first to know and let us send you an email when MDM Wealth Management of Janney Montgomery Scott posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MDM Wealth Management of Janney Montgomery Scott:

Share