News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2025

Outlook 2025: Mid-Year Update
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.
June 27, 2025

"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.
June 26, 2025

Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

Market Update - Smith Wealth Advisory Group
Market Update - Smith Wealth Advisory Group

2020 Year-end Reflections from Kevin Smith
2020 Year-end Reflections

The Ugliness of the Storm Determines the Beauty of the Rainbow
At the time of my last correspondence the number of Coronavirus cases and related deaths were accelerating, financial markets were reeling, and the outlook on both fronts appeared grim. The S & P 500 had declined 35% from its February 19th peak, and credit markets were facing similar stress given the implications of widespread business and economic shutdowns. We were very much in the “heart of the storm.” My message to you then was simple: “Believe in America.”