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.
August 10, 2026
August Investment Perspectives
What could shape the next move in markets? Our latest Investment Perspectives shares timely insights from Janney's Investment Strategy Group on the trends influencing investors today.
August 03, 2026
Introducing Tax Overlay Management
Take a more tax-aware approach with Janney’s Tax Overlay, an optional service for eligible U.S. taxable accounts seeking opportunities to help manage the potential impact of taxes.
July 08, 2026
Building Better Password Habits
Whether you're traveling this summer or simply managing more of your financial life online, now is a great time to review your password habits. Taking a few minutes today can help reduce your risk tomorrow.
Read more about simple ways to improve your online security.
#Cybersecurity #FinancialWellness #Janney
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 25, 2026
New Fed Same As the Old Fed
Following the Federal Reserve’s decision to hold overnight interest rates steady, our Investment Strategy Group explores what Chair Kevin Warsh’s first FOMC meeting could mean for inflation trends, monetary policy, and the market outlook.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 18, 2026
Janney’s Mid-Year Market Update
Join us for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead.
May 14, 2026
How to Pay for College in 2026: 7 Smart Strategies for Families
College costs continue to rise, making a thoughtful funding strategy more important than ever. From scholarships and savings to loans and payment options, this article breaks down several ways families can approach paying for higher education while keeping long-term financial goals in mind.
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 07, 2026
The Simmons Point Group is proud to announce that Gary Lukachinski has been named to the 2026 Forbes list of Best-in-State Wealth Advisors for the seventh consecutive year. We want to congratulate Gary for this accomplishment, and for the hard work and dedication he shows his clients each and every day. For more information about the award referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
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 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 19, 2026
Beware of These Top Tax Scams When Filing Your Taxes
Tax season is here — and so are scams. Fraudsters often pose as the IRS through emails, phone calls, texts, and even social media messages. Knowing the red flags can help you better safeguard your personal and financial information.
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?
