Bob Gelsher of Janney Montgomery Scott LLC

04/22/2026

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.

04/20/2026

As your financial life grows more complex, your planning should evolve with it.

This article highlights five common mistakes investors make — from uncoordinated decisions to overlooking taxes and estate planning — and why a comprehensive approach matters. Read more: https://bit.ly/3QbSt46

04/06/2026

Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s .

For more information, visit: https://bit.ly/4c7tRR1

04/06/2026

With the Federal Reserve leaving overnight interest rates unchanged at its latest meeting, our Investment Strategy Group shares perspective on the implications for markets and investors.

Today, at his penultimate FOMC meeting, Powell led the FOMC to leave overnight interest rates unchanged at a range of 3.50 – 3.75%, where they have been since December’s cut.

04/05/2026

Wishing you a joyful Easter filled with peace, happiness, and the company of loved ones.

03/16/2026

Learn more about the latest developments in the Iranian conflict in this week’s Investment Strategy Group update.

Uncertainty remains high around how events will unfold and the impact on the economy will depend on the length of the disruption to energy flow through the Strait of Hormuz.

03/09/2026

In this week’s update, our Investment Strategy Group provides insights on the Iranian conflict and what it could mean for the economy, markets, and the outlook for energy prices.

Read more here: https://bit.ly/4uhU6fZ

02/16/2026

Happy Presidents' Day! Today, we celebrate the leadership and legacy of those who have guided our nation’s journey.

02/14/2026

May your day be filled with love, happiness, and meaningful connections with those who matter most. Happy Valentine’s Day!

02/02/2026

Want a clearer roadmap for the year ahead? This month-by-month financial planning calendar helps you stay organized with taxes, retirement planning, Medicare decisions, and year-end strategies throughout 2026.

Click the link to view the full 2026 planning calendar and start mapping out your year.

Financial planning works best when it is ongoing, not one-and-done. The Plan for More™ 2026 Financial Planning Calendar is a month-by-month guide designed to help you stay organized and make confident decisions throughout the year. Inside, you will find timely prompts and planning reminders for ma...

01/26/2026

A little preparation can go a long way during tax season. Learn five simple steps you can take ahead of time to help make filing your tax return less stressful: https://bit.ly/4k1PJkC