The McNamara Investment Group of Janney Montgomery Scott LLC

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Canonsburg, PA
The McNamara Investment Group of Janney Montgomery Scott LLC

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We help individuals, families and retirees plan for life's many stages. We serve clients nationwide, many of whom have ties to the South Hills of Pittsburgh.

We combine experience with a fresh perspective and a modern approach to financial planning.

10/27/2026

🩺 Medicare is front of mind during Open Enrollment — but what you pay for Medicare in the future may depend on decisions you're making today.

Medicare's IRMAA rules generally look at your modified adjusted gross income from two years earlier to determine if you'll pay higher Part B and Part D premiums.

That means capital gains, retirement distributions and other year-end income decisions can potentially have an impact well beyond this year's tax return.

If you're considering year-end income or tax-planning moves, let's make sure Medicare is part of the conversation.

Janney does not provide tax advice. Please consult your tax advisor regarding your individual circumstances. For important information about Janney and your best interests, see www.janney.com/crs.

10/13/2026

✅ Doctors change.
✅ Prescriptions change.
✅ Plan costs and benefits can change.

That's why Medicare Open Enrollment, October 15–December 7, is so important.

Your Medicare plan deserves an annual checkup, too.

Review your options at Medicare.gov, or take advantage of our team's partnership with ClearMatch for additional Medicare guidance at no added cost to our clients.

10/06/2026

📺📰There will always be another headline.

Another Fed meeting. Another inflation report. Another election. Another reason to wonder what markets might do next.

🎥 Our latest Quarterly Update looks back at a volatile Q3 and ahead to the major events that could shape the remainder of 2026—including an interesting bit of market history surrounding midterm elections.

Enjoy!

10/02/2026

Check out our Q4 newsletter - No Assembly Required! - where we detail all the personal finance items in focus this time of year and how our team can potentially make life a little more convenient, how we avoid one of the Grinch's biggest pet peeves in the months ahead and look back at what was an "interesting" Q3 for the markets.

Visit https://conta.cc/4bjBC71 for more and to sign up for future newsletters.

Enjoy!

09/29/2026

📅 Parents of college-bound students: the 2027–28 FAFSA is now live!

But completing the application is only part of the planning. How your family's 529 accounts and other education savings are owned can affect how they're treated for FAFSA purposes.

Before you fill in the boxes, make sure you understand what's behind the numbers. Reach out and let's review your college funding strategy.

09/25/2026

Always a fun one to share - WalletHub released its 2026 list of Best and Worst States/Places to Retire. Links to the full list below. Of note...

🔸Pennsylvania holding steady in the Top 10 at #8
🔸After flirting with the Top 10 the last few years, Pittsburgh comes in at #10
🔸The Steel City's Health Care rank ( #7) was best of any of the Top 10 places

Visit https://bit.ly/46KNEUg to see the full list of Best and Worst States and https://bit.ly/4yXKw3s for Best and Worst Places.

What's your take? Did the rankings get it wrong? Were any places/states overlooked? Post your thoughts in the comments.

Best States to Retire in 2026

09/22/2026

Sharing our congratulations to Glenn on passing his Series 66 exam and earning the title of Registered Private Client Associate!

He put a lot of hard work into his studying and has shown tremendous dedication to the day-to-day operations a little more than a year into his time with our team!

09/11/2026

On September 11, 2001, first responders answered an unimaginable call.

Firefighters, police officers, emergency personnel and countless others placed themselves in harm’s way to help people they had never met. Many made the ultimate sacrifice, while others carried the physical and emotional effects of that day for years afterward.

On the 25th anniversary of 9/11, we remember their courage, honor their sacrifice and renew a promise that must never fade:

We will never forget.

09/08/2026

You have spent your career building the lead.

But as you enter the retirement red zone, the game begins to change. The focus is no longer only on accumulating more—it is also about turning what you have built into sustainable income, managing risk and maintaining flexibility throughout retirement.

That requires a plan for more than your investments.

Reaching retirement is an important milestone. Remaining confident throughout retirement requires an entirely different playbook.

You’ve worked hard to build the lead. Let’s create a plan designed to help you protect it.

📞Call/Text: (724) 888-5684
📧 Email: [email protected]

For more information about Janney, please see Janney's Relationship Summary (Form CRS) at 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.

09/07/2026

America was built through hard work, determination and the belief that each generation could create a better future for the next.

This Labor Day, we honor those whose labor helped build our great nation and express our appreciation for everyone who continues to keep it moving forward.

Happy Labor Day from The McNamara Investment Group!

Address

375 Southpointe Boulevard , Suite 400
Canonsburg, PA
15317

Telephone

+17247433301

Website

https://advisor.janney.com/themcnamarainvestmentgroup

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