News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 18, 2025
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/07/17/earnings-season-is-off-to-a-solid-start-while-market-dynamics-remain-positive
July 17, 2025
The Charleson, WV branch of Janney Montgomery Scott, LLC recently had the honor of taking the 4th and 5th graders from the Bob Burdette Center's Summer program to our local ALPB Charleston Dirty Bird's baseball game. We had 5 Janney employees and about 30 kids! EVERYONE had a BLAST!!!!!!! We love partnering up with local organizations, especially when it includes kids and baseball!
To learn more visit:
https://bobburdettecenter.org/
https://dirtybirdsbaseball.com/
July 15, 2025
The One Big Beautiful Bill Act introduces important tax changes that could affect your financial goals.
Understanding the impact is the first step toward making informed financial decisions.
Read here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/07/09/the-one-big-beautiful-bill-act--how-it-may-impact-you
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
