Let's create a plan you'll be comfortable with.  

Welcome to my website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I've created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit here often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.

I would be pleased to help you with your planning needs and strategies to address your future goals and objectives. Please contact me for more information.

 

   
 
LATEST NEWS
(Click on images below for Janney's timely topics)
     

 

 

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

More Newsletters →