News and Commentary

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529 Options and Considerations

This August 2025 blog post discusses common 529 Advantage as well as some different options for PA Residents

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

March 03, 2026

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Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

February 04, 2026

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We braved the cold to celebrate Ice Fest 2026 in Ligonier with some of our favorite clients. Subzero wind chills couldn’t freeze our tropical dreams 🌴❄️ Big thanks to Jack for the great photos!

February 02, 2026

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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.

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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 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.

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.