Tom Graham of Janney Montgomery Scott LLC

05/04/2026

With the Federal Reserve holding interest rates steady at its latest meeting, our Investment Strategy Group shares perspective on the leadership transition, energy-driven inflation uncertainty, and the implications for markets and investors.

Yielding to decades of precedent, the Fed has held that it should not react to swings in commodity prices but rather wait until evidence emerges one way or the other that broader price levels are rising. Unsurprisingly, language in the April FOMC statement emphasized the uncertain nature of energy p...

04/30/2026

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/4ekK6gE

04/29/2026

Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.

Click here to learn more: https://bit.ly/4tIlgMw

04/24/2026

Bake something special today! Use these simple, delicious recipes to make homemade scones.

Think fine bake shop scones are difficult to make? With this technique, anyone can make ridiculously delicious, ridiculously easy scones!

04/16/2026

Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.

Click here to learn more: https://bit.ly/41CANkw

04/13/2026

I am honored to be named to the 2026 Forbes list of Best-In-State Wealth Advisors for the 6th consecutive year. I would like to congratulate my team on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.

For more information about any awards referenced, including relevant criteria, please visit https://bit.ly/3OaMbkj

04/13/2026

This month, our Investment Strategy Group looks at how geopolitical tensions are shaping oil markets, highlights opportunities across emerging markets, and emphasizes the importance of maintaining a long-term investment perspective.

Read the April report here: https://bit.ly/4cDsRFQ

04/10/2026

Reading every day has several benefits, from improving your vocabulary skills to broadening your knowledge, and reducing stress.

When was the last time you read a book, or a substantial magazine article?

04/07/2026

When evaluating retirement and tax planning strategies, it can be helpful to revisit whether a Roth conversion may be worth considering.

A thoughtful review of your overall financial picture can help support more informed long-term planning. Learn more here: https://bit.ly/4mlz2Sq

04/07/2026

Our Investment Strategy Group shares key principles designed to help investors stay focused on long-term objectives during periods of market volatility. Read the full report here: https://bit.ly/4mcu5uR