News and Commentary
Kerr Wealth Kernels
Trump Accounts: A New Way to Give Children a Financial Head Start
A new savings vehicle is getting attention from parents, grandparents, and business owners: Trump Accounts
Direct Indexing: A Personalized Approach to Investing
Investors today have more tools than ever to build portfolios around their goals. One strategy gaining attention is direct indexing.
Donor-Advised Funds – Tax Relief for High Earners in 2026
High federal tax rates hit hard when you’re in the top brackets. With new 2026 rules under the One Big Beautiful Bill Act—including a 0.5% AGI floor on itemized deductions and a 35% effective cap for the 37% bracket—smart planning matters more than ever. One proven tool? Donor-Advised Funds (DAFs).
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 20, 2026
Tax Overlay Management
Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://www.janney.com/wealth-management/solutions/tax-overlay-management
#TaxPlanning #PlanforMore #WealthManagement #Janney
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
