News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

April 13, 2026

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Don’t miss it! The Steinmetz Jackson Wealth Management Group invites you to our Quarterly Market Update Webex. We’ll be hosting two sessions: 📅 April 21 at 6:00 PM ET 📅 April 23 at 12:00 PM ET We’ll be discussing current market catalysts, key trends, and much more to help keep you informed. To RSVP, please reach out to Ken. We look forward to having you join us!

April 01, 2026

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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 17, 2026

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The Steinmetz Jackson Wealth Management Group invites you to an exclusive Social Security Presentation via Webex on Tuesday, March 24 at 6:00 PM ET and Thursday, March 26 at 12:00 PM ET. To reserve your spot, please RSVP to Ken Steinmetz by Monday, March 23 at ksteinmetz@janney.com

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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James Jackson Featured in VoyageMIA

James Jackson Q&A

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April Investment Perspectives

Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.

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Remaining Disciplined During Market Downturns

Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.