Buckeye Capital Advisors of Janney Montgomery Scott

We’re excited to welcome Phillip A. Pinedo as the Wealth Planning Associate in our Columbus, OH office.

He brings four years of financial planning experience from the UBS Wealth Advice Center and holds his AAMS®️ designation along with Series 7 and 66 licenses.

Phillip works alongside Financial Advisors, Scott Horowitz and Mike Brown, to support the development of financial planning strategies tailored to client goals and priorities, with a focus on helping clients understand the reasoning behind their financial decisions.

Outside of work, he enjoys basketball, soccer, and spending time outdoors with his wife, Nisrine, and their Husky, TJ.

Please join us in welcoming Phillip to the team!

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.

Janney’s My Net Worth tool consolidates all your financial accounts, even from third parties, in one place with a single login, saving time and improving financial planning.

Log in at www.myjanney.com to get started.

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Some thoughts on the market and economy. Any questions please call the office. Best, Scott

In this article, our Investment Strategy Group discusses the latest tariff announcement, the subsequent market volatility, and recommended strategies for navigating the current environment. Read here: https://bit.ly/44aMscz

As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.

Which Programs Should You Consider To Cover Health Care Costs? Many Americans underestimate their health care costs in retirement, which those future bills turn out to be significantly higher than you expect.

Janney clients registered for Online Access can use the Document Vault—a free, secure, and convenient space to store and access financial, household, and personal documents. Explore this list of essential documents to consider storing in the Document Vault.

Document Vault Checklist Determine which documents should be stored in the document vault. Stay organized by keeping your documents in one safe place.

Janney welcomed 27 experienced Financial Advisors in 2024, bringing over $4.3 billion in assets under advisement. These advisors joined us from leading firms including Kestra, LPL, Merrill Lynch, Raymond James, UBS, Wells Fargo, Baird, Truist, and more. Explore our new additions, office openings, and key highlights from last year. https://bit.ly/4gR2axf

At Janney, advisors and their clients are at the center of everything we do. This commitment drives our culture and is just one of the many reasons why advisors choose Janney as the home for their practice. Explore the top 8 reasons advisors join Janney.

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Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.

Tax-Smart Charitable Gifting Strategies While each of us has our own personal motivations for and approach to giving, collectively Americans continue to be the world’s most charitable nation. In 2022 alone, annual charitable gifting in the United States totaled $499.33 billion (with gifts by individuals comprising 64% of the total).1

Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.

Investment Implications of Presidential Election Results This piece reviews initial thoughts on the election outcome and how it might impact investment decisions.

Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.

8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity Here are more reasons to use a donor-advised fund, such as the Janney Charitable Giving Fund, rather than contributing directly to a charity.