Conte and Wise Wealth Advisory Group of Janney Montgomery Scott LLC

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/47Jkjde

10/01/2026

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.

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/4hfp6ra

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%.

09/15/2026

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/4xWyDe4

09/10/2026

Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://bit.ly/4r51Oc1

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.

09/07/2026

Today, we honor the hard work and dedication of every worker who shapes our economy and community—happy Labor Day!