News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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?
February 02, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
December 04, 2025
🌴✨ Sending a little Florida sunshine your way! ✨🌴
While my Connecticut crew was bundling up, I traded in my winter coat for some warm weather and a little formal-night glam at the Barron’s Advisor Women Summit. 💃😉
I spent the week surrounded by 700 amazing women who collectively manage about $1 trillion (yes… trillion!) — but the best part was feeling inspired and grateful for all of YOU back home who make what I do so meaningful. ❤️
Can’t wait to bring home the good energy, fresh ideas (and hopefully some warmth).
See you soon, CT! ❄️➡️☀️
— Donna 🌺
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top
Women Wealth Advisors in 2021. “We are proud to have
Donna not only represent our firm but also our industry,”
said Jerry Lombard, President of the firm’s Private Client
Group.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
