Bob Gelsher of Janney Montgomery Scott LLC

07/20/2026

In an article published in Kiplinger, our Head of Wealth Planning shares five tax-saving strategies that can help you keep more of what you've earned.

From planning around required minimum distributions to evaluating Roth conversion opportunities, the article highlights practical ways to improve tax efficiency, preserve wealth, and strengthen your long-term financial legacy.

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

07/13/2026

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.

07/04/2026

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

06/29/2026

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/4faRN8Q

06/24/2026

If you weren’t able to join us live for our Mid-Year Market Update, you can still access the full conversation at your convenience with our recently released replay. https://bit.ly/3QyJiez

06/21/2026

Wishing a happy Father's Day to all the incredible dads and father figures who fill our lives with love, wisdom, and laughter.

06/19/2026

We’re proud to celebrate Juneteenth, marking the full abolition of slavery, as we honor its historical and cultural significance.

06/14/2026

Today, we celebrate the enduring symbol of our freedom and unity—happy Flag Day.

06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4uf2qfa