News and Commentary
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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.
Q3 2024 Quarterly Insights
Markets are Again Resilient in the Face of Rising Economic Uncertainty
Q2 2024 Quarterly Insights
Falling Treasury Yields and AI Enthusiasm Power the S&P 500 to New Highs in Q2
MWA Across the Nation
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 25, 2025
2025 Tax Reform: A Look at Key Changes for Individuals and Families
The 2025 tax reforms introduce permanent rate changes, updated deductions, and new provisions that may impact individuals and families.
August 19, 2025
Your IRA can do more than support your retirement—it can help you build a larger legacy.
Learn how maximizing your RMDs may leave a greater impact for the people and causes you care about.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/05/30/leave-a-larger-legacy-using-ira-(rmd)-maximization
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
August Investment Perspectives
In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
