Empire Coast Wealth Partners

10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

10/28/2026

What could the midterm elections and evolving AI policy mean for investors?

Janney’s latest DC Policy Playbook explores the potential implications of developments in Washington for markets and portfolio positioning.

Take a closer look at the latest insights.

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10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4B5xzqd

09/24/2026

At Janney, we continually seek ways to enhance our level of service, guidance and resources we provide to you. With that in mind, I am excited to share important news regarding the continued growth of our practice.
I will be expanding Legacy Wealth Advisors to include John Ruggiero, most recently the lead Financial Advisor of The Heritage Wealth Management Group. Additionally, we are adding Michael Levin, former Regional Manager for Florida, and John Iervolino, Practice Business Manager to form:
EMPIRE COAST WEALTH PARTNERS
Throughout my career, my practice has focused on a strong presence of a family-oriented, client-first mentality along with dedication to long-term relationships. Sandy Lashmit and the rest of our support team will continue to deliver the same premium client service experience you are accustomed to.
The Heritage Wealth Management Group have worked together for many years, developing a collaborative approach centered on personalized advice and attentive service. Their support system of Faith Sutter and Hina Iervolino will be a welcomed addition to the team providing dedicated client support.
Michael Levin and John Iervolino have worked together for 10 years to manage the Florida region, specifically the Boca Raton office.
While each of us has a unique background and perspective, what makes this partnership so powerful is how closely aligned we are in our values, philosophy, and commitment to serving our clients. Our team is so excited for this partnership and to help clients in Preserving Heritage and Building Legacy for generations to come.
While I will still be your primary financial advisor, you now have the added benefit of this collaborative team working together on your behalf. As Empire Coast Wealth Partners, we are excited about this next chapter and the opportunities it creates to serve you at a higher level.
Please feel free to contact me with any questions or visit our website for more details.

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%.

09/14/2026

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/3T2Sn0c

09/07/2026

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

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4q5Kt2t

08/03/2026

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.