News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 10, 2026
Happy Mother's Day! 🌷 Thank you to all mothers and mother-figures that we've had the pleasure to know professionally and personally. We appreciate everything you do today and every day!
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.
April 13, 2026
We are honored to announce our very own Carrie Jarmer has been named to 2026 AdvisorHub Top 100 Women to Watch List! 🏆
“We are proud to celebrate Carrie on being named to the 2026 AdvisorHub Women to Watch list. This achievement demonstrates her dedication to helping clients reach their goals and the high standards she brings to her practice every day." - Kevin Reed, President of Janney’s Private Client Group.
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
