Nappo Wealth Advisory Group at Janney Montgomery Scott

10/24/2022

Janney’s Technical Strategist and Associate Director of Research, Dan Wantrobski, covers current market levels, technical trends, U.S. liquidity concerns, and sector highlights on our exclusive webinar.

Register Here: https://hearsay.social/3f0vvKV

10/20/2022

Check out this article to learn more about your Medicare eligibility and coverage, as well as how to best navigate your options.

By gaining a general understanding of your Medicare eligibility and coverage, you will likely be in a better position to navigate the options that will best address your needs.

10/13/2022

Planning to fund a child's education can seem like a daunting task. Check out this article for some tips on how to leverage a 529 savings plan to save for college.

You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give--supporting their education.

10/11/2022

Join us for an update on current market levels – including equities, interest rates, commodities, and currencies – as well as technical trends heading into year’s end and the start of 2023.

Register Here: https://hearsay.social/3CKUZ8a

10/10/2022

Join us to learn how to ensure your family is prepared, even for the unexpected during the “Family Love Letter” seminar, presented by Cheri Brooks of Neuberger Berman Advisor Institute.

Register Here: www.janney.com/familyloveletter

10/06/2022

Maintaining your long-term investment focus is especially important in periods of market volatility. Here are some tips and insights to help you navigate periods of market volatility in a smart and strategic way.

Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.

09/29/2022

It’s understandable to feel uneasy when the market experiences periods of volatility. Here are some strategies that can not only attempt to reduce the level of risk in a portfolio but may also assist in stabilizing a future retirement income stream.

Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited, and new strategies considered.

09/29/2022

The added complications of trying to locate a loved one’s financial information is a burden that can be lessened with proper planning. Tune in to our “Family Love Letter” webinar to learn more.

Register Here: www.janney.com/familyloveletter

09/28/2022

Did you miss our Medicare webinar? No problem! Access the recording to learn how to navigate through the many different considerations, to help you make informed decisions for your health coverage and financial picture.

View the recording here: https://hearsay.social/3E1DaCE

09/22/2022

Conversations about estate-tax planning and life insurance often go together. Read more to understand why.

Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

09/19/2022

It’s not easy to plan for the possibility of death or debilitating illness. But, anticipating the unexpected can help lessen the burden for your loved ones after you are gone. Join us to learn more.

Register Here: www.janney.com/familyloveletter

09/15/2022

Are you procrastinating on your estate planning? Read this article for tips and tricks to get you started so you can get the most out of an estate plan.

Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.