October 09, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
October 05, 2026
How to Start a Family Conversation About Estate Planning
Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
September 19, 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
September 17, 2026
Trying Incrementalism
The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh. Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.
August 31, 2026
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.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 01, 2026
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.
May 20, 2026
What to Do With Leftover 529 Plan Funds
Unused 529 plan funds don’t necessarily have to go to waste. Whether considering a beneficiary change, future education expenses, or rollover opportunities, there are several strategies that may help families make the most of remaining balances.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 11, 2026
How to Pay for College in 2026: 7 Smart Strategies for Families
College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and savings to loans and payment options, this article breaks down several ways families can approach paying for higher education while keeping long-term financial goals in mind.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 20, 2026
I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets.
Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice.
If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
April 06, 2026
The Penultimate Powell
With the Federal Reserve leaving overnight interest rates unchanged at its latest meeting, our Investment Strategy Group shares perspective on the implications for markets and investors.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 26, 2026
I’m pleased to welcome Financial Advisor Drew Oberg to Janney in Cary, North Carolina. Previously with Edward Jones, Drew joins Fried Mouro Wealth Management, an established team that joined Janney in 2019. I’m confident that Janney’s culture, personalized support, and platform will help Drew and the team continue to grow while staying focused on serving clients well.
If you’re thinking about what the right partner could look like for your business, let’s connect.
March 19, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
