May 19, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
May 14, 2026
Evaluating Your College Savings Withdrawal Strategy
Saving for college is an important step. Understanding how to use those funds is equally important. This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing.
Learn more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/09/05/evaluating-your-college-savings-withdrawal-strategy
May 12, 2026
What to Do With Leftover 529 Plan Funds
Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education expenses, or rollover opportunities, there are several strategies that may help families make the most of remaining balances.
May 12, 2026
How to Pay for College in 2026: 7 Smart Strategies for Families
College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and savings to loans and payment options, this article breaks down several ways families can approach paying for higher education while keeping long-term financial goals in mind.
May 08, 2026
Financial Solutions for Business Owners
Running a business can make it difficult to focus on your broader financial picture. A comprehensive approach that aligns personal and business wealth can support more informed decisions over time.
May 08, 2026
May Investment Perspectives
This month, our Investment Strategy Group explores the challenges facing today’s housing market, the potential impact of leadership changes at the Federal Reserve, and the key themes investors should be watching as markets navigate the month ahead.
May 08, 2026
Exit Stage Left
With the Federal Reserve holding interest rates steady at its latest meeting, our Investment Strategy Group shares perspective on the leadership transition, energy-driven inflation uncertainty, and the implications for markets and investors.
April 23, 2026
Asset Location: A Key Consideration in Retirement Planning
When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Read the article to learn more.
April 15, 2026
How to Start Planning Retirement Withdrawals
Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.
April 07, 2026
core-investment-principles-for-times-of-market-turbulence.pdf?sfvrsn=13110d74_8
Our Investment Strategy Group shares key principles designed to help investors stay focused on long-term objectives during periods of market volatility.
April 02, 2026
Should You Consider A Roth Conversion?
When evaluating retirement and tax planning strategies, it can be helpful to revisit whether a Roth conversion may be worth considering. A thoughtful review of your overall financial picture can help support more informed long-term planning.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 24, 2026
Plan for More™️: Retirement Planning Quick Start
Retirement planning doesn't have to be complicated. Janney’s Retirement Planning Quick Start is a simple checklist to help you understand where you stand and identify next steps that may strengthen your strategy.
March 20, 2026
The Penultimate Powell
With the Federal Reserve leaving overnight interest rates unchanged at its latest meeting, our Investment Strategy Group shares perspective on the implications for markets and investors.
March 20, 2026
An Open Strait of Hormuz Matters for More than Just Oil
The Strait of Hormuz matters for more than just oil. Read how our Investment Strategy Group is assessing the wider market and economic implications of ongoing disruption.
March 16, 2026
Fixed Income in the Wake of the Iran Conflict
In the wake of the Iran conflict, fixed income markets are responding in unexpected ways. In this update, our Investment Strategy Group breaks down what investors should be watching.
