News and Commentary

Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Recent Update Photo
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 16, 2025
Recent Update Photo
October Investment Perspectives
This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market. Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
September 11, 2025
Recent Update Photo
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines the possibilities for European equities, unpacks the latest trends in inflation dynamics, and breaks down September’s cautionary market tone.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image rsteury@janney.com
Phone Image 419.522.2123