News and Commentary

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.

U.S. government debt tops $36 trillion—here's what that means for investors. With debt at roughly 100% of GDP and deficits running over $1 trillion this fiscal year, rising interest costs are siphoning significant federal revenue nearly 18% by year-end just to service the debt. Globally, G7 nations face similar debt burdens, prompting bond markets to demand higher yields to offset risk. For portfolio strategy, this backdrop highlights why staying selective tilting toward shorter-duration bonds, high-quality sovereigns, and diversified fixed-income remains essential. #GovDebt #FixedIncome #BondStrategy #FiscalRisks #PortfolioDefense #FinancialPlanning This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results.

AI is moving beyond hype — and reshaping more than just Big Tech. Former Google CEO Eric Schmidt emphasized at the RAISE Summit that AI isn’t a bubble but rather a “new industrial structure” underpinned by sustained demand for chips and software. Meanwhile, Wall Street is closely examining signs of AI adoption outside traditional tech Q2 earnings suggest AI is boosting efficiency and margins across more industries. For clients, this means it’s time to assess AI’s role in portfolios not just via mega-cap tech, but through targeted strategies in industrials, healthcare, and other sectors that are leveraging AI tools to drive real gains. Let's discuss how to thoughtfully position your investments around AI’s broadening influence. #ArtificialIntelligence #InvestmentStrategy #TechEvolution #WealthManagement #PortfolioDiversification This is for informational purposes only and taken from sources believed to be reliable but is not guaranteed as to accuracy or completeness. It is not an offer to sell or a solicitation to buy any securities. Janney Montgomery Scott LLC or its affiliates may release written or oral commentary and technical analysis that may differ from the opinions expressed here. Past performance is not indicative of future results. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.