Towson Partners Wealth Management of Janney Montgomery Scott LLC

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Towson Partners Wealth Management of Janney Montgomery Scott LLC We can recommend customized investment portfolios for individuals, businesses, non-profits & families Our page and updates are intended for U.S.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. residents only. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on 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.

What could the midterm elections and evolving AI policy mean for investors?Janney’s latest DC Policy Playbook explores t...
10/28/2026

What could the midterm elections and evolving AI policy mean for investors?

Janney’s latest DC Policy Playbook explores the potential implications of developments in Washington for markets and portfolio positioning.

Take a closer look at the latest insights.

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In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning ...
10/15/2026

In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning your year-end charitable giving.

From direct giving and donor-advised funds to charitable trusts and foundations, the article explores ways to maximize the impact of your giving while making the most of available tax benefits.

Read the full article to learn more:

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4yIULsE

Can technology understand what matters most to you?In an increasingly AI-driven world, the value of a Financial Advisor ...
10/13/2026

Can technology understand what matters most to you?

In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning: https://bit.ly/4yeuAZP

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.
10/08/2026

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

Higher student loan rates can increase the long-term cost of college for students and families. New borrowing limits may also change how households plan for tuition.

As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retire...
10/06/2026

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...

What could today’s elevated long-term interest rates mean for the path ahead?In his latest commentary, Guy LeBas takes a...
10/01/2026

What could today’s elevated long-term interest rates mean for the path ahead?

In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.

Recent attempts by fiscal and monetary authorities to talk U.S. yields lower have largely failed, necessitating the Federal Reserve to take action to avoid “losing the long end.”

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Wa...
09/17/2026

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh.

Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.

Kevin Warsh’s FOMC took their first major policy action by raising the target for overnight interest rates by 0.25% to a range of 3.75%-4.00%.

Janney CEO Tony Miller discusses the firm’s client-first strategy in a Barron’s feature, highlighting investments in adv...
09/16/2026

Janney CEO Tony Miller discusses the firm’s client-first strategy in a Barron’s feature, highlighting investments in advisor support and client experience.

Tony Miller says advisor equity and technology investments under owner KKR will fuel the nearly 200-year-old Philadelphia firm’s next stage of growth.

09/14/2026

What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.

Read the September report here: https://bit.ly/4yWObib

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Towson, MD
21204

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