News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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
⚾ It's that time of year again — the crack of the bat, the smell of fresh-cut grass, and the unmistakable feeling that THIS could be our year. 🔴
The Philadelphia Complex of Janney is proud to cheer on our beloved Philadelphia Phillies as Opening Day arrives and spring breathes new life into the city we're honored to call home.
Spring is more than a season — it's a reminder that fresh starts are possible. New innings. New opportunities. New reasons to believe. Whether you're watching from Citizens Bank Park or catching the first pitch from your office, there's an energy in Philadelphia right now that's impossible to ignore.
As we welcome warmer days and longer nights, our team at Janney channels that same spirit into everything we do — showing up with preparation, passion, and an unwavering commitment to our clients.
Here's to a season full of clutch performances, postseason magic, and — dare we say it — a World Series banner flying over South Philly by October. 🏆
Ring the bell. Let's go, Phillies! 🔔❤️
#Phillies #OpeningDay #RingTheBell #Philadelphia #Janney #SpringHasSprung #WorldSeries
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.
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.