Towson Partners Wealth Management of Janney Montgomery Scott LLC

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 infor

mation 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.

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!
09/07/2026

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

08/18/2026

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/4wB8XSH

Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limi...
08/13/2026

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.

For families who want to support beneficiaries without creating long-term dependency, a trust can be designed to provide...
08/11/2026

For families who want to support beneficiaries without creating long-term dependency, a trust can be designed to provide protection, accountability, and flexibility. Learn more by reading this article.

Important planning note: Trust laws vary by state, and trust provisions should be drafted and reviewed by a qualified estate planning attorney. Poorly drafted incentive provisions may create unintended tax, legal, administrative, or family consequences.

08/10/2026

What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.

Read the August report here: https://bit.ly/4x9w87X

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to revie...
08/10/2026

Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.

Read more about simple ways to improve your online security.

Passwords remain one of the most common ways scammers gain access to accounts. One of the biggest risks is password reuse: when the same password is used across multiple websites, one compromised account can put others at risk.

Fall is the season to boost retirement savings!A Cash Balance plan allows self-employed and small business owners to con...
08/06/2026

Fall is the season to boost retirement savings!

A Cash Balance plan allows self-employed and small business owners to contribute well beyond 401k limits and substantially reduce taxable income.

Learn more and contact us for an illustration: https://bit.ly/4hjsx1Y

07/13/2026

Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.

Read the July report here: https://bit.ly/4vnZihB

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.
07/04/2026

Wishing you a joyful Independence Day as we honor the courage and freedom that define our nation.

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Towson, MD
21204

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