Barry Whalen of Janney Montgomery Scott LLC

10/16/2026

Embrace the flavors of the season with this homemade apple c***r recipe, perfect for fall gatherings.

This apple c***r recipe is simple to make at home by slow-cooking apples, sugar, cinnamon, and allspice on the stovetop until soft, then straining.

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/4yk4Fju

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/4y5kuub

10/07/2026

Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.

Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.

Explore ClearMatch to learn more.

10/01/2026

Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.

Developing a thoughtful estate plan can be challenging. There are documents to complete, important decisions to make, beneficiaries to designate, accounts to title appropriately, and trusts that may need to be funded. Even once those pieces are in place, one important step may remain: talking with y...

09/24/2026

In an article published in Kiplinger, Janney's Head of Wealth Planning shares four strategies to consider when planning your year-end charitable giving.

From direct giving and donor-advised funds to charitable trusts and foundations, the article explores ways to maximize the impact of your giving while making the most of available tax benefits.

Read the full article to learn more:

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

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/3T1MYH1

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.

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%.

09/16/2026

September is Life Insurance Awareness Month—a reminder that life insurance can support a range of financial planning needs.

Beyond protecting loved ones and replacing income, it may also support broader goals around retirement income, estate planning, and legacy planning.

Explore how life insurance may fit into a broader financial plan: https://bit.ly/4hwKCsM