Wilson Wealth Advisory Group of Janney Montgomery Scott LLC

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/4zxEh6P

10/12/2026

Hear from team member Thomas Thurber as he shares five key things young professionals should review in their 401(k) plans.

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/4jgSX5v

10/02/2026

Congratulations to team member, Thomas Thurber, for earning his FINRA Series 7 and Series 66 licenses as well as his Life and Health Insurance licenses! As a Registered Private Client Associate, Thomas will be a great asset to our clients and our team. Way to go Thomas!!

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/4hnAnWq

09/17/2026

What a great lunch event with our clients.

Today, we had the pleasure of hosting Jeff Bush of The Washington Update for a timely and engaging conversation about what is happening in Washington and what it could mean for the markets, the economy, businesses, and investors.

Jeff has a unique ability to take a complicated and often noisy environment and make it understandable, balanced, and relevant.

Thank you to Jeff for sharing his insights and to all of our clients who joined us. We always enjoy opportunities like this to learn together and spend time outside of our regular meetings.

09/17/2026

Wealth management should be about more than your portfolio.
It should connect your finances to your goals, your priorities and the life you want to live.
That’s the idea behind our Wilson Wealth Blueprint™️.

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%.

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/4AaZBA3