News and Commentary
Client Spotlight
Client Spotlight
A focus on you and your family.
Holly Mayer's Financial Insight
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.
Q4 & Full Year 2022 Performance Review
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Silicon Valley Bank Financial Collapse
I would like to share this message from our Interim President regarding Janney’s strength and stability, and our continuing perspective on the Silicon Valley Bank financial collapse.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 05, 2023
Plenty of 'horsepower' behind bull market -strategist | Reuters Video
Chief Investment Strategist Mark Luschini recently appeared on Reuters "Markets Now" to discuss why he thinks U.S. equities are in a bull market and what factors he believes will propel stocks into 2024.
December 05, 2023
I recently attended the Barron’s Advisor Women Summit, a three-day event that brought together accomplished women across the industry. The sessions featured a free-flowing exchange of information, ideas and insights to improve my practice and provide additional perspectives on leadership and development.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
December Investment Perspectives
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
