Berkshire Wealth Advisors of Janney Montgomery Scott

12/15/2025

Happy holidays from all of us here at Berkshire Wealth Advisors of Janney Montgomery Scott!

11/27/2025

Wishing you a Thanksgiving full of warmth, happiness, and moments of gratitude with loved ones.

11/11/2025

On Veterans Day, we salute the brave heroes who have served to protect our freedoms. Thank you for your sacrifice and dedication.

11/02/2025

It’s time to fall back! Don’t forget to set your clocks back tonight.

10/31/2025

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

10/24/2025

Online romance. Tech support. Gold bars.

Scammers use creative tactics to target retirees, but you don’t have to fall for them.

Read the article today and learn how to protect yourself: https://bit.ly/3Js67gf

08/29/2025

Help ensure you make informed decisions about your health coverage and finances. Join Carlo Cordasco, Senior Director - Nationwide, for this valuable session on Medicare. Register here: https://bit.ly/45WDYFw

08/15/2025

Join us for our next virtual client event featuring Carlo Cordasco, Senior Director - Nationwide, to learn how to navigate the Medicare process and make informed decisions about your health coverage and finances. Register here: https://bit.ly/4fHqm5m

08/12/2025

In this edition of Investment Perspectives, our Investment Strategy Group explores whether big banks are seeing the full picture, the hidden fees in your bond portfolio, and the key drivers that could move markets in the months ahead.

Read here: https://bit.ly/4fC9HA8

08/07/2025

Mark Luschini, Janney’s Chief Investment Strategist, shares an update on shifting tariff policies, their potential impact on the economy and markets, and what we’re watching in the months ahead.

Read the report here: https://bit.ly/45DVf7f

08/01/2025

Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.

The statement accompanying today’s policy decision included a few notable elements. On the economic front, the FOMC acknowledged this morning’s GDP report, noting that “economic activity has moderated in the first half of the year.” Perhaps more significantly, the statement eliminated the no...

07/17/2025

🎉 Congratulations to Michael on earning the CRPC®️ designation! 🎉

We're excited to celebrate a professional milestone for Michael, who recently earned the Chartered Retirement Planning Counselor℠ (CRPC®️) designation through the College for Financial Planning.

This accomplishment reflects his ongoing dedication to helping clients plan for a financially confident retirement. With this advanced designation, Michael has deepened his expertise in areas such as retirement income strategies, Social Security planning, and guiding clients through important life transitions.

Our team is proud to support a culture of continuous learning and professional growth. Michael's achievement is a great example of how our team is committed to expanding knowledge and delivering even greater value to the individuals and families we serve.