October 09, 2025
Recent Event: A Medicare Primer
Missed our recent presentation on Medicare? Watch the full recording and gain key insights from Carlo Cordasco, Senior Director at Nationwide by clicking the link below!
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
October 06, 2025
Government Shutdown
Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals.
Click the link to read the latest report.
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.
September 04, 2025
2025 Tax Reform: A Look at Key Changes for Businesses
Attention business owners! The One Big Beautiful Bill Act (OBBBA) introduces expanded tax benefits aimed at reducing taxable income, enhancing investment incentives, and supporting long-term growth opportunities.
August 28, 2025
Business Confidence Shows Improvement While Earnings Remain Healthy
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
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
August 14, 2025
Leave a Larger Legacy Using IRA (RMD) Maximization
Your IRA can do more than support your retirement—it can help you build a larger legacy. Learn how maximizing your RMDs may leave a greater impact for the people and causes you care about.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 17, 2025
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/11/thoughts-on-one-big-beautiful-bill
July 07, 2025
Credit cards can be powerful planning tools—if you use them right.
From tracking expenses to managing unexpected costs, learn how to make credit part of your financial strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/11/25/credit-card-spending-and-your-financial-plan
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 23, 2025
Have leftover 529 funds? You have options!
From transferring funds to other family members to leveraging them in estate planning, explore various strategies to make the most of your savings.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/10/planning-strategies-for-remaining-529-balances
June 05, 2025
I'm excited to attend Janney’s Wealth Management Conference in Baltimore—an exceptional opportunity to gain new insights, connect with fellow Janney advisors, leaders, and industry experts, and strengthen my value to my clients. I look forward to learning, collaborating, and sharing key takeaways!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
June 02, 2025
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
May 15, 2025
Market ups and downs don’t have to derail your retirement strategy.
This article outlines three steps to help you stay focused on long-term financial planning goals.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/01/navigating-volatile-markets-during-pre-and-post-retirement
