Walter Investment Partners of Janney Montgomery Scott LLC

Walter Investment Partners of Janney Montgomery Scott LLC Financial Advisory team in Janney's Bethlehem, PA office. (P. Charles Walter, AWMA®, Judd Walter, & Laney Burbank) residents only.

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. Our page and updates are intended for U.S. 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.

10/08/2026

AI is making common scams more convincing. From voice cloning to polished phishing messages, knowing the warning signs can help you pause and verify before taking action.

Learn how to identify AI-enabled scams and help safeguard your information: https://bit.ly/4zdz0ks

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in es...
09/24/2026

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in estate planning—providing liquidity, supporting wealth transfer goals, and preserving a legacy for future generations.

Explore why life insurance may be worth considering as part of a broader estate plan: https://bit.ly/4iMvwAC

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read ...
09/18/2026

Feeling distracted? Learning to be more present can help you slow down and better appreciate the world around you. Read this article for seven simple tips to help you stay grounded in the moment.

Focusing on the present can help you live a more intentional and fulfilling life.

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 3.875%-4.125%.

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.Whether college is a few year...
09/15/2026

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.

Whether college is a few years away or further down the road, education costs can be an important part of a family’s broader financial picture. Reach out if you’d like to discuss how education planning fits into your financial goals.

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/3T34kmA

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer mat...
09/10/2026

It’s National 401(k) Day—a good time to check in on your retirement savings. Review your contribution rate, employer match, investments, and beneficiaries. A few minutes today can help keep your long-term goals on track.

For employers, a well-designed retirement plan can also help support employees’ financial futures. Janney Financial Advisors can help businesses evaluate and manage plans aligned with their organization’s needs.

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!

08/27/2026

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process.

Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs: https://bit.ly/4guPfC4

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there a...
08/18/2026

Self-employed? Choosing the right retirement plan can be an important part of building your financial future—and there are several options to consider.

Explore the differences between SEP IRAs, Solo 401(k)s, and Cash Balance Plans to help determine which approach may align with your business and retirement goals: https://bit.ly/4xNC6LA

Address

81 Highland Avenue : Suite 100
Bethlehem, PA
18018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 8am - 9pm

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