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Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 30, 2026
Great morning at CBIA’s 2026 Economic Summit + Outlook.
Bob Borkowski, Edward Blumenthal, and Noah Blumenthal from Eight Sixty Partners of Janney Montgomery Scott were proud to attend and engage with business and policy leaders from across Connecticut.
Key moments included hearing Governor Ned Lamont outline policy priorities ahead of 2026, as well as the Connecticut Economic Update, delivered exclusively by Guy LeBas, Chief Fixed Income Strategist at Janney Montgomery Scott. Guy provided a clear, data-driven view of the regional and national economic landscape, offering valuable perspective on growth, interest rates, and labor market trends.
Events like this reinforce the importance of thoughtful dialogue at the intersection of economic outlook, public policy, and business leadership — and it’s especially rewarding to see our Janney colleagues contributing insight that helps shape those conversations.
Pictured:
Bob Borkowski and Eddie Blumenthal of Eight Sixty Partners at Janney Montgomery Scott with Guy LeBas, Chief Fixed Income Strategist at Janney Montgomery Scott, and Chris DiPentima, President & CEO of CBIA.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
