News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
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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 30, 2026
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Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 13, 2026
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Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
Preferred Communication Method
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Email Image WPlunkett@janney.com
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