News and Commentary
Kerr Wealth Kernels
Mortgage Recast: A Simple Way to Lower Your Monthly Payment
If you’ve recently come into extra cash—perhaps from a bonus, inheritance, or sale of an asset—you may want to consider a mortgage recast. It’s a lesser-known strategy that can reduce your monthly payment without refinancing.
Backdoor Roth IRA: Designed to provide Tax-Free Retirement
A Backdoor Roth IRA lets high earners bypass income limits for Roth IRA contributions.
What is a stock split?
When a company splits its stock, it takes each share and divides it into some larger number of shares.
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?
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
