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.
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.
September 16, 2025
Life Insurance: It's Not Just for Income Replacement
Beyond income replacement, life insurance can be a strategic asset. Permanent life insurance may offer benefits such as tax-deferred growth and potential wealth protection, which could complement your overall financial plan.
September 08, 2025
Even the most carefully built retirement plans can face unexpected challenges.
Learn about a commonly overlooked risk and how thoughtful planning may help you stay on track.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/18/don't-overlook-this-hidden-retirement-risk
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
