News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

September 25, 2026

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THANK YOU FOR JOINING US J.P. Morgan Economic & Market Update Hosted by David J. Matarese Thank you to everyone who joined us for today’s insightful virtual presentation with J.P. Morgan’s Bill Manegio. We had a successful event and appreciated the opportunity to discuss the major economic and market developments that have shaped 2026 so far, including key trends, risks, and opportunities that may influence the markets through the remainder of the year. Couldn’t attend or would like to watch the presentation again? Please see the link below to access the recording of today’s webinar: https://janney.webex.com/janney/ldr.php?RCID=f3c86c66d186ff4391a4637c6698936e Thank you again for your participation. We hope you found the discussion informative and valuable.

August 31, 2026

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9 Considerations for 2026 Year-end Tax Planning

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

June 01, 2026

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Plan for 100: Income Planning for a Longer Life

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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September Investment Perspectives

In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.

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The Changing Medicare Landscape: Why it Matters to Your Retirement Plan

Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.

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AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.

AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.