News and Commentary

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.

Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.

"There is no end to education. It is not that you read a book, pass an examination, and finish with education. The whole of life, from the moment you are born to the moment you die, is a process of learning." Jiddu Krishnamurti We’re proud to attend Janney-hosted conferences throughout the year. These events offer outstanding opportunities to stay current on industry trends and connect with fellow professionals and thought leaders. Each experience has been both insightful and inspiring, providing us with valuable takeaways to strengthen our team and better serve your needs. 🧠 What made this year’s event stand out? 🔹 Inspiring keynotes that challenged us to think differently 🔹 Hands-on breakout sessions focused on elevating the client experience 🔹 Peer-to-peer collaboration on best practices and real-world strategies 🔹 Meaningful conversations about the tools and trends shaping wealth management advice It’s a privilege to participate, and we’re confident the knowledge gained will directly enhance the way we support your financial goals.