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.
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 14, 2026
Our team is honored to be named a Forbes 2026 Best-in-State Wealth Management Team. This recognition reflects the dedication, expertise, and commitment to exceptional client service that each member of our team brings every day.
A special thanks to our clients for the trust you have placed in us. For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 23, 2025
As life changes, so can your financial needs.
From major purchases to unexpected expenses, lending may be a tool to help maintain flexibility within your financial plan.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/06/05/life-events-may-trigger-lending-needs
July 22, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/17/earnings-season-is-off-to-a-solid-start-while-market-dynamics-remain-positive
June 12, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
June 10, 2025
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/05/encouraged-by-cyclical-market-leadership-while-consumers-remain-well-positioned
May 15, 2025
May Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group explores key recession indicators, examines April's bond market volatility, and analyzes how earnings reports compare to market performance during the President's first 100 days.
May 14, 2025
Caught in the Eddies
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
May 13, 2025
Planning to sell your business? Start preparing early to ensure a smooth and profitable transition.
Check out these key steps to get your company ready.
Read more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/getting-your-company-ready-for-sale
April 22, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
