News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 17, 2026
Why Human Advice Still Matters in an AI-Driven World
AI can do a lot of things, even in the investment world. One thing it can't do, however, is take the place of a good (human) financial advisor.
This job is more about the people than the investments. In a world where the right answer depends on more than just numbers alone, a human advisor is indispensable.
August 10, 2026
Tax Overlay Management
Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://www.janney.com/wealth-management/solutions/tax-overlay-management
#TaxPlanning #PlanforMore #WealthManagement #Janney
August 06, 2026
Keep More of What You Earn: Building a Tax-Smart Portfolio
No matter how good your investment strategy, taxes are one of those things you just can't avoid. There are certain strategies that can help mitigate the impact of taxes on your investment returns.
From what type of account should hold what type of assets, to picking one type of fund over another, to tax loss harvesting and beyond - this article explores ways to be as tax-efficient as possible.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
