News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 14, 2026
Losing the Long End
What could today’s elevated long-term interest rates mean for the path ahead?
In his latest commentary, Guy LeBas takes a closer look at the forces shaping Treasury yields and the potential implications for Federal Reserve policy. Click the link to read the full report.
#MarketInsights #FixedIncome #JanneyInsights
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 12, 2026
The Simmons Point Group is proud to announce that both Craig Sherrer and John Cortapasso Jr. have been named to this year's Forbes Best-in-State Next-Gen Wealth Advisors. Congratulations to Craig & John for this recognition of all the hard work and dedication they show our clients and team on a daily basis.
For more information about any awards referenced, including relevant criteria, please visit https://lnkd.in/dCYFKTdd or contact your Financial Advisor.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
