News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 06, 2026
As we approach the end of the year, we shift our clients focus toward charitable gifting. The benefits are always two-fold. First is giving to organizations that provide good for our communities and those in need. Second is the possible tax benefits. While there are many ways to complete charitable giving, some of our clients utilize Donor Advised Funds, particularly to gift appreciated securities. What charities to do enjoy supporting?
For informational purposes only. This is not intended as investment, legal, tax, or estate planning advice. Please consult your legal and tax advisors regarding your specific circumstances. For important information about Janney and your best interests, see www.janney.com/crs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
