Abraham Moosa of Janney Montgomery Scott LLC

Welcome to my website!

During your visit, you will find a wealth of information in the form of newsletters, articles, calculators, e-seminars and research reports. I look forward to answering any questions you may have!

Today’s news on the market and economy is complex and can be very confusing. My role as a wealth manager is to help my clients understand what is happening and how it may impact their overall investment portfolio. I owe it to my clients to be well informed about the financial business as a whole as well as to the business I conduct personally. It is my privilege to serve my clients with that trust which they have placed in me to safeguard their hard-earned assets.

Today's investment climate offers unprecedented opportunities. At Janney, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding fo their financial goals

2. A well-defined roadmap for achieveing those goals

3. Ongoing advice to help adjust their roadmap when their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialize in helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On my website, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my website often, as my content is constantly changing. For help with your financial management, or for more information on Janney, please contact me today.

I was named a 2011 Five-Star Best in Client Satisfaction Wealth Management AdvisorTM.  This is the third straight year I have received this special recognition!  Please view the award criteria that qualifies financial advisors to receive this elite recognition.

In addition, I successfully completed The Chartered Retirement Planning CounselorSM Professional Designation Program. I now hold a certificate from The College for Financial Planning as well as the designation of Chartered Retirement Planning CounselorSM (CRPC®)


Barron's Top 40 Wealth Management Firms

The list, published in the latest edition of Barron's quarterly PENTA publication to high net-worth investors, ranks Janney as one of America's largest wealth managers by assets under management in accounts of $ million or more, as of June 30. This is the first time Janney has been named to this prestigious list and featured with our key competiros in the industry. 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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