May 06, 2026
A fun weekend at the Kentucky Derby enjoying great traditions, good conversations, and a little Kentucky bourbon along the way.
Back to the markets and meetings this week.
May 06, 2026
April Investment Perspectives
This month, our Investment Strategy Group looks at how geopolitical tensions are shaping oil markets, highlights opportunities across emerging markets, and emphasizes the importance of maintaining a long-term investment perspective.
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 08, 2026
Remaining Disciplined During Market Downturns
Volatility is part of it. Staying focused on the long-term is what matters.
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 10, 2026
March Investment Perspectives
In this issue, our Investment Strategy Group offers perspective on China, the relationship between oil prices and bond markets, and how geopolitical conflict may influence the market backdrop.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 09, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
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 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 23, 2025
Wishing our clients, colleagues, and friends a happy and healthy holiday season! Thank you for trusting us this year!
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 13, 2025
Why Did the Federal Government Shut Down?
Federal Government Has Shutdown – Here’s What It Means for You
At 12:01 a.m. on October 1, 2025, the federal government officially shut down many of its operations – marking the 15th shutdown since 1980.
Why it happened:
Congress didn’t pass any of the 12 funding (appropriations) bills needed to keep federal agencies running. A short-term fix – known as a continuing resolution – failed to gain enough bipartisan support, leading to the lapse in funding.
What’s affected:
- Many federal workers are furloughed or working without pay.
- Social Security, Medicare, and mail delivery continue.
- Some federal services – including tax processing, small business loans, and inspections – could experience slowdowns or pauses.
- Air travel and national park operations may also be impacted.
Economic outlook:
While brief shutdowns typically have limited market impact, prolonged ones can slow GDP growth and increase uncertainty. (The 2018-19 shutdown, for example, cost the U.S. economy about $11 billion.)
What this means for investors and households:
Moments like this highlight why financial preparedness matters – having a sound plan helps protect against uncertainty, regardless of what’s happening in Washington.
#FinancialPlanning #Economy #GovernmentShutdown #WealthManagement #FinancialAdvisor #RetirementPlanning
October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
