Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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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.
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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.
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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.
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Beware of These Top Tax Scams When Filing Your Taxes
The IRS releases its “Dirty Dozen” tax scams each year, highlighting schemes that put taxpayers at risk of identity theft, financial loss and potential legal consequences. While these scams tend to spike during tax season, typically December through April, they can occur at any time of year. Understanding how these scams work and knowing what to watch for can help you protect your personal information and avoid costly mistakes.
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Tax Mailing Schedule
Client Tax Resources, Updated for the Current Tax Year
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5 Mistakes Investors Make When Their Financial Lives Get More Complex
As your financial life grows, whether through career success, savings, inheritance, or business ownership, your financial decisions become more complicated. Many investors unintentionally overlook key areas that can impact long-term results. Here are five common mistakes we see and practical ways to avoid them.
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