January 15, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
January 13, 2026
5 Simple Steps to Prepare for Tax Filing
A little preparation can go a long way during tax season. Learn five simple steps you can take ahead of time to help make filing your tax return less stressful.
January 08, 2026
Venezuelan Regime Change Investment Implications
Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.
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 26, 2025
Outlook 2026
In its Outlook 2026 special report, Janney’s Investment Strategy Group shares its baseline outlook for the economy, equity and fixed-income markets, how they may evolve, and key investment considerations for the year ahead.
December 22, 2025
2026 Key Tax Numbers
2026 Key Tax Numbers are here. View a comprehensive snapshot of essential 2026 tax reference numbers.
December 12, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
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.
December 01, 2025
9 Considerations for 2025 Year-End Tax Planning
The end of the year is fast approaching. Planning ahead can help you avoid surprises and take advantage of key opportunities. Review nine important steps to help you finish the year strong.
November 13, 2025
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.
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 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 20, 2025
Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
October 16, 2025
October Investment Perspectives
This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.
Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
