September 09, 2026
Protecting Your Financial Legacy
A financial legacy is about more than what you leave behind.
Thoughtful planning can help align your assets with your goals, priorities, and the people and causes that matter most to you. Click the link to explore key considerations for protecting your financial legacy.
#LegacyPlanning #FinancialPlanning #Janney
September 01, 2026
Leave a Larger Legacy Using IRA (RMD) Maximization
If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 26, 2026
I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.
Welcome to Janney!
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/08/17/madura-private-wealth-group-joins-janney-in-lake-forest--illinois
August 24, 2026
Why Human Advice Still Matters in an AI-Driven World
Can technology understand what matters most to you? In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning.
August 13, 2026
I’m pleased to welcome Financial Advisor De Forest Johnson to Janney in Wilmington, Delaware. Previously with Ameriprise, De Forest joins Chesapeake Wealth Advisor, an established eleven-person team. I'm excited to see him continue serving clients alongside the team with the support of Janney.
If you’re thinking about what the right partner could look like for your business, let’s connect.
August 12, 2026
August Investment Perspectives
What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.
August 11, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
August 06, 2026
Student Loan Interest Rates Are Rising Again This Year
Interest rates on federal student loans will increase slightly for the 2026–2027 school year.
August 05, 2026
The Fog of The Task Force
Following the Federal Reserve’s decision to hold interest rates steady, our Investment Strategy Group examines what limited guidance and ongoing policy reviews could mean for monetary policy and the markets.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 30, 2026
July 2026 Investment Perspectives
Our Investment Strategy Group's latest Investment Perspectives explores consumer resilience, AI's evolving impact on credit markets, and what investors may want to watch as we move through the second half of 2026.
July 26, 2026
I'm pleased to welcome Ginsburg Private Wealth, led by Financial Advisor Keith Ginsburg, to Janney's Miami office. The team joins us from Raymond James and manages more than $300 million in client assets.
Experienced advisors continue to choose Janney for the flexibility to grow their practice, personalized support, and an advisor-first culture that puts clients first. If you're evaluating what's next for your practice, let's connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/07/15/ginsburg-private-wealth-joins-janney-in-miami
July 25, 2026
Tax Overlay Management
Taxes can quietly affect portfolio outcomes over time. Janney’s Tax Overlay Management is designed to help protect after-tax value and support a more tax-aware approach to long-term planning. Learn more here: https://www.janney.com/wealth-management/solutions/tax-overlay-management
#TaxPlanning #PlanforMore #WealthManagement #Janney
July 09, 2026
New Fed Same As the Old Fed
Following the Federal Reserve’s decision to hold overnight interest rates steady, our Investment Strategy Group explores what Chair Kevin Warsh’s first FOMC meeting could mean for inflation trends, monetary policy, and the market outlook.
July 05, 2026
MyJanney Mobile App
Your financial life moves with you, and your technology should too.
The enhanced Janney Online Access Mobile App makes it easier to stay connected to your accounts, access your financial plan, move money securely, and manage important information—wherever you are.
Watch the short video and visit our website to see what’s new: https://www.janney.com/wealth-management/client-resources/online-access-digital-services/online-access-mobile
#Janney #MobileApp #PlanforMore
