News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

March 09, 2026

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March Investment Perspectives

In this issue, our Investment Strategy Group offers perspective on China, the relationship between oil prices and bond markets, and how geopolitical conflict may influence the market backdrop.

March 05, 2026

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Military Escalation in Iran

Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.

March 05, 2026

The best plans start with a complete view. My Net Worth helps bring your finances together—so our conversations can focus on what matters most to you. Let’s #PlanForMore.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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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.

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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.

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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.