Haupt Wealth Management of Janney Montgomery Scott LLC

01/08/2026

We are pleased to share that we have once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026. This recognition would not be possible without our wonderful clients, and the trust they place in us every day.

For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures

01/07/2026

Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.

U.S. action in Venezuela points to substantial uncertainty regarding the country’s outlook, though financial market effects remain limited.

07/14/2025

The One Big Beautiful Bill Act introduces important tax changes that could affect your financial goals.

Understanding the impact is the first step toward making informed financial decisions.

Read here: https://bit.ly/3GJsZGH

06/23/2025

Mark Luschini, Janney’s Chief Investment Strategist, shares a brief update on the current geopolitical landscape, its potential impact on the markets, and our recommended investment strategy.

Read the report here: https://bit.ly/3ZI1aoK

05/19/2025

In his Washington Update, Jeff Bush will offer insights to help you navigate the ever-changing landscape emanating from Washington by providing specific investment, wealth transfer, and retirement planning strategies. Be sure to register for this event now—only those who attend will get access to the post-event recording. Register here: https://bit.ly/3GZqrUJ

04/04/2025

In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://bit.ly/4i5FARp

03/17/2025

Our Investment Strategy Group shares key investment principles to help investors stay focused on their long-term goals, even amid market volatility.

01/24/2025

Our team recently hosted a financial workshop at Reading Hospital for their high school internship program. Students learned about basic investing principles and how to begin saving for retirement. This is our third year presenting, and it is exciting to see the class size grow every year!

01/10/2025

Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. Thank you to our clients for the trust and confidence you place in us each and every day.

10/01/2024

October is . Click here to read ways you can help protect yourself.

Malware is software designed to disrupt, damage, or gain unauthorized access to a computer system. There were 153 million new malware samples from March 2021 to February 2022 (AV-Test), a nearly 5% increase on the previous year which saw 145.8 million. (comparitech)

09/03/2024

Help ensure you make informed decisions about your health coverage and finances. Join Tim O’Mara, Vice President at Nationwide’s Retirement Institute, for this valuable session on Medicare.

Register today: www.janney.com/Medicare

08/26/2024

Happy National Dog Day! Join us in celebrating our joyful companions by sharing your own furry best friend. You can find Ruby and Ralphie working hard in the office most days.