News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

October 04, 2023

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Determine How Life Insurance Fits in Your Financial Plan

#WealthyWednesday When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it and, if you do, what solution best fits your needs! 🌟 #FinancialPlanning #PersonalFinance

October 03, 2023

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Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions

Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).

October 02, 2023

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Investment Implications of a Potential Government Shutdown

You may have questions about how a government shutdown could affect markets. Janney’s Investment Strategy Group has prepared a report on the topic to help you understand investment implications and how you can respond.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

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Outlook 2023: Mid-Year Update

In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.