News and Commentary

Recent Updates

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

February 05, 2026

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I’m excited to welcome Financial Advisor Robert Dunkley to Janney in our Osterville, Massachusetts office from Ameriprise. I’m looking forward to seeing him continue to grow his practice and serve clients. If you’re looking for the right fit for your business, let’s talk.

February 02, 2026

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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 30, 2026

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Final Countdown

Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.

Research & Insights

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

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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.

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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.

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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.