News and Commentary
Retire to What Inspires You
Tom & Gwyn
Alaska Cruise 2024
Larry & Betsy
Iceland 2022
Holly Mayer's Newsroom
Working with Mayer Wealth Advisory
Discover the path that led Holly to Wealth Management and explore her strategies in financial planning and building client relationships.
Holly Mayer’s Quarterly Insights – Q4 2025
AI, Fed Rate Cuts, and Stable Growth Power Stocks to New Highs in 2025
Q3 2024 Quarterly Insights
Markets are Again Resilient in the Face of Rising Economic Uncertainty
MWA Across the Nation
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 31, 2026
The Annual Policy Pulse
Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️.
Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.
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.