Michelle Keates, Financial Advisor, of Janney Montgomery Scott

09/24/2026

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in estate planning—providing liquidity, supporting wealth transfer goals, and preserving a legacy for future generations.

Explore why life insurance may be worth considering as part of a broader estate plan: https://bit.ly/4rvgbXl

09/18/2026

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read this article for seven simple tips to help you stay grounded in the moment.

Focusing on the present can help you live a more intentional and fulfilling life.

09/17/2026

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh.

Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.

Kevin Warsh’s FOMC took their first major policy action by raising the target for overnight interest rates by 0.25% to a range of 3.75%-4.00%.

09/15/2026

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.

Whether college is a few years away or further down the road, education costs can be an important part of a family’s broader financial picture. Reach out if you’d like to discuss how education planning fits into your financial goals.

09/14/2026

What could today’s elevated long-term interest rates mean for the path ahead?

In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.

Recent attempts by fiscal and monetary authorities to talk U.S. yields lower have largely failed, necessitating the Federal Reserve to take action to avoid “losing the long end.”

09/14/2026

This Grandparents Day, we celebrate the love, wisdom, and support of grandparents everywhere.

09/14/2026

What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.

Read the September report here: https://bit.ly/4h4BzOx

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!

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