June 01, 2026
Market Month: May 2026
The U.S. stock market continued its April momentum through May. Each of the benchmark indexes listed here posted notable monthly gains, with several indexes reaching historic highs. The May rally was largely dominated by the information technology sector, particularly AI shares. An exceptional Q1 corporate earnings performance helped support Wall Street's May surge.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
May 01, 2026
Market Month: April 2026
The U.S. stock market transitioned from a dour March, marked by deep-seated geopolitical anxiety, to a wave of record-breaking highs in April. U.S. stocks enjoyed their strongest month since the post-pandemic era, with the S&P 500 and the NASDAQ each reaching record highs, despite ongoing strife in the Middle East and rising inflation.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
April 01, 2026
Quarterly Market Review: January-March 2026
The first quarter of 2026 saw a shift in market preference. After years of index performance dominated by a handful of tech giants and AI companies, investor preference moved toward value, small caps, and real economy sectors. The three major U.S. indexes, the Dow, the S&P 500, and the NASDAQ, each declined by the end of March.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
March 02, 2026
Market Month: February 2026
The U.S. stock market ended the month on a rather sour note, with both the S&P 500 and the NASDAQ closing February in the red, while the Dow managed to just edge into the black. After a strong start in January, the tech rally cooled, as investors grew concerned about market concentration.
February 02, 2026
Market Month: January 2026
The U.S. stock market delivered a strong performance to kick off 2026. Market indexes reached record-setting levels. Overall, Wall Street showed resilience despite mixed corporate results and ongoing fiscal policy uncertainty.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 05, 2026
Annual Market Review 2025
The year 2025 was extraordinary for the economy and the markets. Sweeping tariffs, a cooling labor market, rising consumer prices, a prolonged U.S. federal government shutdown, turmoil in the Middle East, and the ongoing Russia/Ukraine war were some of the many factors that should have signaled economic contraction and a downturn in the stock market. Yet, the opposite occurred.
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
December 01, 2025
Market Month: November 2025
November proved to be a volatile month for the stock market, ultimately concluding with slight gains for several of the major market indexes. Through the middle of the month, investors grappled with concerns about the valuation of megacap tech stocks, leading most benchmark indexes to decline for three straight weeks. However, the market staged a strong rebound late in the month leading into the Thanksgiving holiday, as more economic information became available following the reopening of the federal government.
November 03, 2025
Market Month: October 2025
Wall Street experienced notable volatility in October, only to see each of the benchmark indexes listed here close the month higher. The NASDAQ led the benchmarks, reaching a new record high. This surge was heavily influenced by a surge in AI stocks. Several major tech firms posted favorable corporate earnings data for the third quarter. Overall, the percentage of S&P 500 companies reporting positive earnings surprises, at 83.2% through quarter three, was above the long-term average.
