Research & Insights

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

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AdvisorHub ranked Sheila S. Shaffer as a Woman Advisor to Watch
Sheila S. Shaffer has been ranked amongst the 25 Women Advisors to Watch by AdvisorHub.
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How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
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Sheila Shaffer Named to the 2021 Forbes Top Women Wealth Advisors List
Shaffer Is Recognized for a Fifth Year in a Row by Forbes
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A Strong Start to 2021 and a Second Quarter Market Outlook
Expectations of a post-COVID-19 economic recovery drove market performance in the first quarter of 2021 and as we begin the second quarter, the outlook for markets remains broadly positive.
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Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
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Sheila Shaffer recognized as a Forbes Top Woman Wealth Advisor
Sheila has been named to Forbes' 2020 list of Top Women Wealth Advisors for the fourth consecutive year.
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First Quarter Market Outlook
A new year always brings its own challenges and uncertainties. Patience and discipline are called for.
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Forbes Recognizes Sheila Shaffer as a Best-In-State Wealth Advisor
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Sheila Shaffer, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.
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Eric P. Walker Recognized as a 2019 Best-In-State Next-Gen Wealth Advisor by Forbes
Eric P. Walker Recognized as a 2019 Best-In-State Next-Gen Wealth Advisor by Forbes
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Saving for a College Education
529 Plans are a tax-advantaged education savings vehicle and one of the most popular ways to save for education. We can help you discuss your goals and determine if a 529 education savings plan is the right choice for you and your family.
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Sheila Shaffer Recognized as “Best-in-State Wealth Advisor” by Forbes
Washington D.C.'s Sheila Shaffer, Executive Vice President/Wealth Management of the Shaffer Wealth Advisors, has been recognized by Forbes magazine in its 2019 Best-in-State Wealth Advisors ranking.
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Sheila Shaffer Named to Forbes’ 2019 list of America’s Top Women Advisors
Washington DC's Sheila Shaffer Recognized by Forbes Magazine in Ranking of America’s Top Women Advisors
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Control What You Can Control
No one can control the stock market’s behavior however, an individual investor can control their emotional state, difficult as it may be at times.
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Trusteed IRAs Need to be Reviewed Under Post-Secure Act Rules
Trusts designated as beneficiaries for IRAs are impacted under the SECURE Act in certain circumstances.
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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