Richardson Oswald Wealth Advisors of Janney Montgomery Scott

09/07/2026

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

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4xqJzjZ

08/14/2026

What do you want your legacy to accomplish?

A thoughtfully designed trust can help support future generations while encouraging personal responsibility. Read the full article: https://bit.ly/3U1kHQQ

08/13/2026

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.

For many retirees, Medicare Part B is one of the most visible health care costs because the premium is often deducted directly from Social Security benefits. In 2026, the standard Part B monthly premium is $202.90, up from $185 in 2025. The annual Part B deductible is $283, up from $257. Part B gene...

08/13/2026

Managing your finances should be simple and secure. With eDelivery, you can access important account documents online as soon as they're available, including statements, trade confirmations, tax forms, and more.

Watch this short video to learn how to enroll in eDelivery: https://bit.ly/3SssBSV

08/07/2026

Lunchtimes just got easier! Explore this delightful selection of quick recipes.

These quick and easy lunches are ready in 20 minutes or less and don't require lengthy ingredients lists.

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.

Any big changes in the Fed’s approach will have to wait for the various policy “task forces” to issue findings.

07/17/2026

Try these summer fruit recipes that are bursting with refreshing flavors and vibrant colors.

Make the most of the season's sweetest produce with these summer fruit recipes starring peaches, berries, melons, plums, cherries, and more. From fruit-packed pies and galettes to vibrant salads, cocktails, and savory mains, these recipes celebrate peak-season flavor.

07/16/2026

Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://bit.ly/4wHh7t5

07/16/2026

Your financial life moves with you, and your technology should too.

The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.

Watch the short video and visit our website to see what’s new: https://bit.ly/4gHhAae