New York Financial Advisory Group of Janney Montgomery Scott LLC

New York Financial Advisory Group of Janney Montgomery Scott LLC New York Financial Advisory Group Our page and updates are intended for U.S. 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. For information about how Janney may use the information you provi

de, please visit http://www.janney.com/privacy-policy. 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.

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/452vyeQ

Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and market...
05/15/2024

Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for the future, and what you should know about the potential impact on your portfolio strategy.

Register here: https://bit.ly/4dGeD5w

Don’t wait until it’s too late—protect yourself from identity theft and cybercrime. Benefit from simple safeguards and b...
04/05/2024

Don’t wait until it’s too late—protect yourself from identity theft and cybercrime. Benefit from simple safeguards and best practices to keep your identity safe during this popular webinar.

Register here: https://bit.ly/49orp5y

With an increasingly digital world comes an increasing level of risk. Hear from Jeff Lanza, retired FBI Special Agent, t...
03/23/2024

With an increasingly digital world comes an increasing level of risk. Hear from Jeff Lanza, retired FBI Special Agent, to learn “Simple Safeguards” on protecting yourself from the latest trends in cybercrime.

Register here: https://bit.ly/43xMgBP

As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join...
03/14/2024

As we commemorate Women's History Month, we’re proud to honor the invaluable contributions of women to our society. Join us as we celebrate and commit to building a future where every woman can thrive.

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
03/14/2024

Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

Broad market indexes are all bullish across the market cap (size) spectrum, which is yet another risk-on signal as it indicates improving breadth.

In an increasingly digital world, knowing how to protect yourself from identity theft and cybercrime is more critical th...
03/13/2024

In an increasingly digital world, knowing how to protect yourself from identity theft and cybercrime is more critical than ever. Join our popular webinar featuring retired FBI Special Agent Jeff Lanza to learn how.

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

I recently had the incredibly informative experience of attending Janney’s annual ELITE Conference. This year’s theme, “...
01/24/2024

I recently had the incredibly informative experience of attending Janney’s annual ELITE Conference. This year’s theme, “Breakthrough to Excellence,” focused how I can best deliver exceptional client service and meet client needs.

If you missed our presentation—not to worry! Access the recording now to hear from Janney’s Investment Strategy Group on...
01/18/2024

If you missed our presentation—not to worry! Access the recording now to hear from Janney’s Investment Strategy Group on what to expect for the economy and markets in 2024.

Watch the video here: https://bit.ly/48TS61Y

Don’t forget to register for our exclusive presentation to hear Janney’s Investment Strategy Group’s insights on what’s ...
12/28/2023

Don’t forget to register for our exclusive presentation to hear Janney’s Investment Strategy Group’s insights on what’s next for the economy and markets in the coming year.

Register Here: https://bit.ly/48k6C3q

The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. econom...
12/14/2023

The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive presentation to learn more.

Register Here: https://bit.ly/3NnjWv5

Join our exclusive presentation to hear Janney’s Investment Strategists’ views on the current state of the economy and m...
11/30/2023

Join our exclusive presentation to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for 2024, and what you should know about the potential impact on your portfolio strategy.

Register Here: https://bit.ly/46yp9XW

Join our exclusive webinar for strategies and considerations for year-end tax and estate planning from Senior Tax and Es...
10/04/2023

Join our exclusive webinar for strategies and considerations for year-end tax and estate planning from Senior Tax and Estate Planner Edward F. Smith III, J.D., AEP®️ and Director of High Net Worth Consulting Shurdonna Joseph, J.D., CFP®️.

https://bit.ly/45he7Wg

What should you do before the 2017 Tax Cuts and Jobs Act sunsets? How can you incorporate Secure Act & Secure Act 2.0 in...
09/26/2023

What should you do before the 2017 Tax Cuts and Jobs Act sunsets? How can you incorporate Secure Act & Secure Act 2.0 into your financial plan? Find out in Janney’s exclusive virtual seminar.

https://bit.ly/3ZvvdOO

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’...
09/16/2023

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join our exclusive webinar to learn what you need to keep in mind.

https://bit.ly/3ZjnDGW

Join our exclusive webinar for a nonpartisan, comprehensive overview of the political environment, prospective legislati...
07/19/2023

Join our exclusive webinar for a nonpartisan, comprehensive overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

https://bit.ly/3Dh0YRH

Congress passed a spate of legislation last year, including the SECURE Act 2.0. Learn about the many opportunities and c...
07/08/2023

Congress passed a spate of legislation last year, including the SECURE Act 2.0. Learn about the many opportunities and changes for retirement savers and retirees during our exclusive virtual seminar.

https://bit.ly/3JQyQZ4

Navigating the political environment and prospective legislation changes is a lot to keep track of. We’re here to help—j...
06/26/2023

Navigating the political environment and prospective legislation changes is a lot to keep track of. We’re here to help—join our exclusive webinar for a comprehensive overview, plus investment and retirement planning implications to be aware of.

https://bit.ly/46zu4Js

Don’t forget to register for our exclusive webinar to hear Janney’s Investment Strategy Group’s insights on the current ...
06/12/2023

Don’t forget to register for our exclusive webinar to hear Janney’s Investment Strategy Group’s insights on the current state and what’s next for the economy and markets.

Register Here: https://bit.ly/43yWgu5

Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial ...
05/29/2023

Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive webinar to learn more.

Register Here: https://bit.ly/3oC7ZIV

Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and market...
05/18/2023

Join our exclusive webinar to hear Janney’s Investment Strategists’ views on the current state of the economy and markets, their outlook for the future, and what you should know about the potential impact on your portfolio strategy.

Register Here: https://bit.ly/42Q9x0I

Join us to learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better ove...
05/01/2023

Join us to learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health from Chris Johnson, Founder/CEO of On Target Living.

Register Here: https://bit.ly/3AFvu6q

You deserve to feel your BEST. Overcome limiting beliefs and supercharge your life leveraging three simple principles: R...
04/17/2023

You deserve to feel your BEST. Overcome limiting beliefs and supercharge your life leveraging three simple principles: Rest. Eat. Move. Tune in to our webinar to learn more.

Register Here: https://bit.ly/3KBcfze

What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO/Founder of ...
04/03/2023

What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO/Founder of On Target Living, will highlight three simple but powerful principles of health: Rest. Eat. Move.

Register Here: https://bit.ly/3U47PFq

Don’t wait until it’s too late—protect yourself from identity theft and cybercrime—get the rundown on simple safeguards ...
02/08/2023

Don’t wait until it’s too late—protect yourself from identity theft and cybercrime—get the rundown on simple safeguards to protect your identity and computer at our exclusive webinar.

Register Here: https://bit.ly/3IaZiwm

With an increasingly digital world comes an increasing level of risk. Hear from Jeff Lanza, retired FBI Special Agent, t...
01/25/2023

With an increasingly digital world comes an increasing level of risk. Hear from Jeff Lanza, retired FBI Special Agent, to learn “Simple Safeguards” on how to protect yourself and your computer.

Register Here: https://bit.ly/3HxIcs2

In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to protect yours...
01/11/2023

In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to protect yourself from identity theft and cybercrime. Join our exclusive webinar with retired FBI Special Agent, Jeff Lanza.

Register Here: https://bit.ly/3vSROHk

Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more – in or...
11/28/2022

Join us to learn about the current estate tax environment, different types of trusts, when to use them, and more – in order to ensure your estate plan adapts as life events may occur.

Register Here: https://bit.ly/3gJp0gs

As your life changes, your financial needs and goals likely will too. Join our exclusive webinar to learn important insi...
11/21/2022

As your life changes, your financial needs and goals likely will too. Join our exclusive webinar to learn important insights and tips to help ensure your estate plan adapts as needed, as life events may occur.

Register Here: https://bit.ly/3OogvDI

Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your est...
11/13/2022

Life events such as marriage, the birth or adoption of a child, and increased wealth may require adjustments to your estate plan. Join us to learn what to do to ensure your estate plan adapts accordingly.

Register Here: https://hearsay.social/3EbXKiu

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