News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 07, 2026
We are honored to announce RCR Wealth Advisors has been named to the Forbes 2026 Best-In-State Wealth Management Teams list! 🌟
“We are thrilled to congratulate RCR Wealth Advisors on this achievement. Their recognition as a Forbes Top Wealth Management Team highlights the high standard of personalized wealth management advice they deliver and the leadership they bring to their clients and our firm,” said 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.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
