News and Commentary
Kerr Wealth Kernels
Big Raise or Bonus? Don’t Let It Disappear, Make It Multiply
Congrats! That extra paycheck feels amazing. But here’s the secret most people miss: the real win isn’t spending it—it’s keeping it working for you for decades.
Roth Conversions—Your 2026 Opportunity
Welcome to Kerr Wealth Kernels. In 2026, Roth IRA conversions remain one of the smartest possible moves for many investors.
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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 06, 2026
Military Escalation in Iran
Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.
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.
