March 05, 2026
Military Escalation in Iran
Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
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
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 22, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 20, 2026
Long-Term Capital Market Assumptions 2026
In this anticipated report, our Investment Strategy Group updates its 2026 long-term return outlook across major asset classes and model portfolios.
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.
January 12, 2026
Venezuelan Regime Change Investment Implications
Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.
December 26, 2025
Outlook 2026
In its Outlook 2026 special report, Janney’s Investment Strategy Group shares its baseline outlook for the economy, equity and fixed-income markets, how they may evolve, and key investment considerations for the year ahead.
December 22, 2025
2026 Key Tax Numbers
2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers.
December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 04, 2025
Benefits of Saving and Investing Early (Compound Interest)
The best time to start saving? Yesterday. The second-best time? Today. Starting early and saving often lets compound interest work its magic, turning small contributions into big results over time. Discover why time is your greatest financial ally.
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.
October 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 09, 2025
Fixed Income Market Update
Have you evaluated your portfolio?
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
September 18, 2025
Protecting Your Financial Legacy
After recently obtaining my Long Term Care Certification. This conversation is so imperative to the total financial picture.
A strong financial legacy starts with proactive protection. Incorporating life and long-term care insurance into your plan can help preserve your wealth and provide security for your loved ones.
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 28, 2025
Even the most carefully built retirement plans can face unexpected challenges.
Learn about a commonly overlooked risk and how thoughtful planning may help you stay on track.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/18/don't-overlook-this-hidden-retirement-risk
