Peninsula Wealth Advisory Group of Janney Montgomery Scott

10/31/2026

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

10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

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10/10/2026

🎉 Today we're celebrating Abby!

Abby enjoys connecting with our clients, lending a helping hand, and sharing a few laughs around the office. Her outgoing personality keeps things lively, and she's always happy to strike up a conversation!

Please join us in wishing Abby a very Happy Birthday and a wonderful year ahead! 🎂🎉

09/26/2026

🎉 Today we’re celebrating Rachel!

Rachel brings a strong work ethic and a genuine commitment to our clients and team each day. She’s always eager to learn and grow, while continuing to build great relationships with the clients we serve. We’re so happy to have her on our team!

Please join us in wishing Rachel a very Happy Birthday and a fantastic year ahead! 🎂🎉

09/18/2026

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read this article for seven simple tips to help you stay grounded in the moment.

Focusing on the present can help you live a more intentional and fulfilling life.

09/10/2026

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer match, investments, and beneficiaries. A few minutes today can help keep your long-term goals on track.

For employers, a well-designed retirement plan can also help support employees’ financial futures. Janney Financial Advisors can help businesses evaluate and manage plans aligned with their organization’s needs.

09/08/2026

🎉 Today we’re celebrating Susan!

Susan is a dedicated and hardworking member of our team who has built lasting relationships with so many of our clients. Her sense of humor keeps us laughing around the office, and her commitment to our clients is evident in everything she does.

Susan recently celebrated her birthday with her kids at Fogo de Chão, enjoying some quality family time and a delicious meal!

Please join us in wishing Susan a very Happy Birthday and a wonderful year ahead! 🎂🎉

09/07/2026

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

08/20/2026

Abby recently attended Janney’s Branch Ops + PCA Summit, spending two days connecting with colleagues from across the firm, sharing ideas, and learning more about ways we can continue to enhance the advisor and client experience.

Of course, it wasn’t all work! The summit also included a fun team-building night at the bowling alley. It was a great few days of learning, catching up with familiar faces, and making some new connections along the way! 🎳

08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4xHIx2v