News and Commentary
Video Library

Financial Well-Being: Gratitude
Our previous videos have been focused on the markets, the economy, and the noisy environment we are currently in, which we do not see quieting down any time soon. As a departure from that, we thought it would be enjoyable and prudent to take a look at another facet of financial well-being: gratitude.

Market Update & Outlook - Q3 2023
As we head into the end of summer, we want to share a short video with our thoughts on the current economic and investment environment. During the video we will share a high-level overview of what we see happening with the US economy, the markets and what we see occurring over the next few quarters.

Market Update & Outlook - Q1 2023
With the first quarter of the year having just ended, we are pleased to share our first practice specific video since our team’s transition to Janney Montgomery Scott, LLC in December 2022. During this video we will share a high-level overview of what we see happening with the US economy, the markets and what we see occurring going into the middle of the year.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023

Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.