February 10, 2026
February Investment Perspectives
This month, our Investment Strategy Group explores gold’s potential role in portfolios, key drivers shaping the bond market in 2026, and a challenging stretch for the technology sector.
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 31, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 28, 2026
Recent Event: Janney's 2026 Market Outlook
Missed our recent 2026 Market Outlook? No problem—click the link to watch the full recording and hear our insights on what to expect for the economy and markets in 2026.
January 27, 2026
We Continue to See Many Reasons for a Positive Outlook for Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 22, 2026
The Simmons Point Group has been named to the Forbes 2026 Best-in-State Wealth Management Teams list for the forth consecutive year. "We are proud to celebrate The Simmons Point Group on being named to Forbes Best-in-State Wealth Management Teams list for four consecutive years. This achievement demonstrates their dedication to helping clients reach their goals and the high standards they bring to their practice every day," said Kevin Reed, President of Janney's Private Client Group. For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
January 21, 2026
3 Smart Steps to Start Investing
Ready to start investing but not sure where to begin? Learn three smart steps to help you build confidence and create a plan that fits your life: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/12/3-smart-steps-to-start-investing
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 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.
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 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 26, 2025
Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
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.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 08, 2025
The Simmons Point Group is pleased to announce that John Cortapasso Jr. has been named on the Forbes Best-In-State Top Next-Gen Wealth Advisors list for 2025. We are so proud of him, and all of his had work. Congratulations, John! For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
